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Redmont Wealth Advisors’s Caterpillar CAT Stock Holding History

Redmont Wealth Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$73.9K Hold
129
– – 0.11% 79
2025
Q3 		$61.6K Hold
129
– – 0.09% 93
2025
Q2 		$50.1K Buy
129
+29
+29% +$9.67K 0.07% 97
2025
Q1 		$33K Buy
+100
New +$35.6K 0.06% 86
2024
Q4 		– Sell
-129
Closed -$50.5K – 104
2024
Q3 		$50.5K Hold
129
– – 0.08% 90
2024
Q2 		$43K Hold
129
– – 0.07% 95
2024
Q1 		$47.3K Buy
+129
New +$41.2K 0.07% 93
2023
Q1 		– Sell
-1,100
Closed -$264K – 70
2022
Q4 		$264K Buy
+1,100
New +$239K 0.31% 83
2022
Q2 		– Sell
-1,000
Closed -$223K – 110
2022
Q1 		$223K Hold
1,000
– – 0.24% 99
2021
Q4 		$207K Buy
+1,000
New +$201K 0.22% 107

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Redmont Wealth Advisors's CAT Position: Q4 2025 in Review

Redmont Wealth Advisors held its Caterpillar (CAT) position steady in Q4 2025 at 129 shares worth $73.9K. The position accounts for 0.11% of the portfolio, ranked #79.

Redmont Wealth Advisors first reported a position in CAT in Q4 2021 and has held it in 10 quarters since. The position peaked at $264K in Q4 2022. 3,529 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Redmont Wealth Advisors held 129 shares of Caterpillar worth $73.9K as of Q4 2025.
  • Redmont Wealth Advisors left its Caterpillar share count unchanged in Q4 2025.
  • Caterpillar made up 0.11% of Redmont Wealth Advisors's portfolio in Q4 2025, its #79 holding.
  • Redmont Wealth Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 10 quarters since.
  • Redmont Wealth Advisors's Caterpillar position peaked at $264K in Q4 2022.
  • 3,529 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.