Redwood Investment Management’s Caterpillar CAT Stock Holding History

Redwood Investment Management’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 Q3	–	Sell	-3,741	Closed	-$1.45M	–	294
2025 Q2	$1.45M	Sell	3,741 -457	-11%	-$152K	0.15%	133
2025 Q1	$1.38M	Buy	+4,198	New	+$1.5M	0.15%	137
2024 Q4	–	Sell	-4,635	Closed	-$1.81M	–	329
2024 Q3	$1.81M	Sell	4,635 -330	-7%	-$114K	0.16%	153
2024 Q2	$1.62M	Buy	4,965 +135	+3%	+$46.8K	0.14%	160
2024 Q1	$1.77M	Buy	4,830 +4,042	+513%	+$1.29M	0.17%	145
2023 Q4	$233K	Sell	788 -6,481	-89%	-$1.68M	0.02%	331
2023 Q3	$1.98M	Buy	+7,269	New	+$1.97M	0.17%	113
2023 Q2	–	Sell	-7,083	Closed	-$1.62M	–	234
2023 Q1	$1.62M	Buy	7,083 +501	+8%	+$121K	0.17%	138
2022 Q4	$1.58M	Buy	+6,582	New	+$1.43M	0.21%	136
2021 Q1	–	Sell	-19,267	Closed	-$3.51M	–	254
2020 Q4	$3.51M	Sell	19,267 -2,582	-12%	-$438K	0.58%	21
2020 Q3	$3.26M	Buy	+21,849	New	+$3.07M	0.81%	17
2019 Q4	–	Sell	-2,636	Closed	-$333K	–	240
2019 Q3	$333K	Buy	+2,636	New	+$335K	0.09%	206

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Redwood Investment Management's CAT Position: Q3 2025 in Review

Redwood Investment Management sold out of Caterpillar (CAT) in Q3 2025, closing a stake of 3,741 shares — an estimated $1.45M sold.

Redwood Investment Management first reported a position in CAT in Q3 2019 and held it in 12 quarters. The position peaked at $3.51M in Q4 2020. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

Redwood Investment Management reported no remaining Caterpillar position as of Q3 2025 after selling out during the quarter.
Redwood Investment Management sold 3,741 Caterpillar shares in Q3 2025, an estimated $1.45M.
Redwood Investment Management first reported a position in Caterpillar in Q3 2019 and held it in 12 quarters.
Redwood Investment Management's Caterpillar position peaked at $3.51M in Q4 2020.
3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Redwood Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.