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Redwood Wealth Management Group’s Caterpillar CAT Stock Holding History

Redwood Wealth Management Group’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
2026
Q2 		– Sell
-1,950
Closed -$1.38M – 21
2026
Q1 		$1.38M Hold
1,950
– – 0.6% 44
2025
Q4 		$1.12M Buy
1,950
+24
+1% +$13.3K 0.47% 48
2025
Q3 		$919K Sell
1,926
-743
-28% -$317K 0.39% 56
2025
Q2 		$1.04M Buy
2,669
+25
+0.9% +$8.33K 0.47% 50
2025
Q1 		$872K Buy
2,644
+23
+0.9% +$8.19K 0.44% 54
2024
Q4 		$951K Sell
2,621
-19
-0.7% -$7.37K 0.46% 49
2024
Q3 		$1.03M Sell
2,640
-13
-0.5% -$4.49K 0.51% 48
2024
Q2 		$884K Sell
2,653
-23
-0.9% -$7.97K 0.67% 28
2024
Q1 		$981K Sell
2,676
-343
-11% -$110K 1.04% 25
2023
Q4 		$893K Buy
3,019
+228
+8% +$59.1K 0.99% 24
2023
Q3 		$762K Buy
2,791
+15
+0.5% +$4.07K 0.89% 27
2023
Q2 		$683K Buy
2,776
+115
+4% +$25.6K 0.76% 40
2023
Q1 		$609K Buy
2,661
+70
+3% +$16.9K 0.69% 42
2022
Q4 		$621K Buy
+2,591
New +$564K 0.77% 36

Other funds holding CAT

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Redwood Wealth Management Group's CAT Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 1,950 shares — an estimated $1.38M sold.

Redwood Wealth Management Group first reported a position in CAT in Q4 2022 and held it in 14 quarters. The position peaked at $1.38M in Q1 2026. 4,058 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1,950 Caterpillar shares in Q2 2026, an estimated $1.38M.
  • Redwood Wealth Management Group first reported a position in Caterpillar in Q4 2022 and held it in 14 quarters.
  • Redwood Wealth Management Group's Caterpillar position peaked at $1.38M in Q1 2026.
  • 4,058 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.