RWMG
CAT icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Redwood Wealth Management Group's CAT Position: Q1 2026 in Review

Redwood Wealth Management Group held its Caterpillar (CAT) position steady in Q1 2026 at 1,950 shares worth $1.38M. The position accounts for 0.6% of the portfolio, ranked #44.

Redwood Wealth Management Group first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Redwood Wealth Management Group held 1,950 shares of Caterpillar worth $1.38M as of Q1 2026.
  • Redwood Wealth Management Group left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.6% of Redwood Wealth Management Group's portfolio in Q1 2026, its #44 holding.
  • Redwood Wealth Management Group first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
  • 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.