REDW Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.5M | Buy |
2,345
+5
| +0.2% | +$4.39K | 0.89% | 28 |
|
|
2026
Q1 | $1.66M | Buy |
2,340
+3
| +0.1% | +$2.08K | 0.66% | 35 |
|
|
2025
Q4 | $1.34M | Sell |
2,337
-81
| -3% | -$45K | 0.51% | 40 |
|
|
2025
Q3 | $1.15M | Hold |
2,418
| – | – | 0.44% | 43 |
|
|
2025
Q2 | $939K | Hold |
2,418
| – | – | 0.37% | 45 |
|
|
2025
Q1 | $797K | Buy |
2,418
+81
| +3% | +$28.9K | 0.3% | 48 |
|
|
2024
Q4 | $848K | Buy |
2,337
+493
| +27% | +$191K | 0.29% | 52 |
|
|
2024
Q3 | $721K | Sell |
1,844
-95
| -5% | -$32.8K | 0.18% | 71 |
|
|
2024
Q2 | $646K | Sell |
1,939
-110
| -5% | -$38.1K | 0.17% | 72 |
|
|
2024
Q1 | $751K | Hold |
2,049
| – | – | 0.2% | 67 |
|
|
2023
Q4 | $606K | Sell |
2,049
-61
| -3% | -$15.8K | 0.17% | 69 |
|
|
2023
Q3 | $576K | Buy |
2,110
+90
| +4% | +$24.4K | 0.18% | 68 |
|
|
2023
Q2 | $497K | Buy |
2,020
+114
| +6% | +$25.4K | 0.15% | 80 |
|
|
2023
Q1 | $436K | Buy |
1,906
+28
| +1% | +$6.77K | 0.14% | 85 |
|
|
2022
Q4 | $450K | Hold |
1,878
| – | – | 0.16% | 75 |
|
|
2022
Q3 | $308K | Hold |
1,878
| – | – | 0.12% | 87 |
|
|
2022
Q2 | $336K | Hold |
1,878
| – | – | 0.12% | 84 |
|
|
2022
Q1 | $418K | Hold |
1,878
| – | – | 0.12% | 76 |
|
|
2021
Q4 | $388K | Buy |
1,878
+50
| +3% | +$10.1K | 0.11% | 73 |
|
|
2021
Q3 | $351K | Hold |
1,828
| – | – | 0.11% | 75 |
|
|
2021
Q2 | $398K | Hold |
1,828
| – | – | 0.13% | 73 |
|
|
2021
Q1 | $424K | Hold |
1,828
| – | – | 0.14% | 66 |
|
|
2020
Q4 | $333K | Hold |
1,828
| – | – | 0.12% | 68 |
|
|
2020
Q3 | $273K | Hold |
1,828
| – | – | 0.11% | 71 |
|
|
2020
Q2 | $231K | Hold |
1,828
| – | – | 0.11% | 76 |
|
|
2020
Q1 | $212K | Buy |
1,828
+161
| +10% | +$20.6K | 0.13% | 68 |
|
|
2019
Q4 | $246K | Hold |
1,667
| – | – | 0.14% | 69 |
|
|
2019
Q3 | $211K | Hold |
1,667
| – | – | 0.12% | 76 |
|
|
2019
Q2 | $227K | Hold |
1,667
| – | – | 0.14% | 75 |
|
|
2019
Q1 | $226K | Hold |
1,667
| – | – | 0.14% | 74 |
|
|
2018
Q4 | $212K | Hold |
1,667
| – | – | 0.15% | 71 |
|
|
2018
Q3 | $254K | Hold |
1,667
| – | – | 0.17% | 67 |
|
|
2018
Q2 | $226K | Hold |
1,667
| – | – | 0.16% | 71 |
|
|
2018
Q1 | $246K | Sell |
1,667
-75
| -4% | -$11.8K | 0.18% | 64 |
|
|
2017
Q4 | $275K | Hold |
1,742
| – | – | 0.21% | 57 |
|
|
2017
Q3 | $217K | Buy |
+1,742
| New | +$201K | 0.18% | 72 |
|
Other funds holding CAT
ECSS
MG
SMDAM
REDW Wealth's CAT Position: Q2 2026 in Review
REDW Wealth increased its Caterpillar (CAT) stake by 0.21% in Q2 2026, buying an estimated $4.39K and bringing the position to 2,345 shares worth $2.5M. The position accounts for 0.89% of the portfolio, ranked #28.
REDW Wealth first reported a position in CAT in Q3 2017 and has held it in 36 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- REDW Wealth held 2,345 shares of Caterpillar worth $2.5M as of Q2 2026.
- REDW Wealth bought 5 Caterpillar shares in Q2 2026, an estimated $4.39K.
- Caterpillar made up 0.89% of REDW Wealth's portfolio in Q2 2026, its #28 holding.
- REDW Wealth first reported a position in Caterpillar in Q3 2017 and has held it in 36 quarters since.
- 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on REDW Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.