Ridgecrest Wealth Partners
CAT icon

Ridgecrest Wealth Partners’s Caterpillar CAT Stock Holding History

Ridgecrest Wealth Partners’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
Q3 		$1.34M Sell
1,652
-1
-0.1% -$848 0.62% 29
2026
Q2 		$1.76M Sell
1,653
-7
-0.4% -$6.15K 0.85% 26
2026
Q1 		$1.18M Sell
1,660
-10
-0.6% -$6.93K 0.65% 32
2025
Q4 		$957K Sell
1,670
-311
-16% -$173K 0.52% 38
2025
Q3 		$945K Hold
1,981
– – 0.43% 43
2025
Q2 		$769K Sell
1,981
-3
-0.2% -$1K 0.41% 48
2025
Q1 		$654K Hold
1,984
– – 0.34% 53
2024
Q4 		$720K Hold
1,984
– – 0.39% 48
2024
Q3 		$776K Buy
1,984
+9
+0.5% +$3.11K 0.4% 45
2024
Q2 		$658K Hold
1,975
– – 0.4% 49
2024
Q1 		$724K Sell
1,975
-250
-11% -$79.9K 0.43% 47
2023
Q4 		$658K Sell
2,225
-2
-0.1% -$519 0.43% 47
2023
Q3 		$608K Hold
2,227
– – 0.43% 51
2023
Q2 		$548K Hold
2,227
– – 0.36% 51
2023
Q1 		$510K Hold
2,227
– – 0.36% 51
2022
Q4 		$534K Hold
2,227
– – 0.41% 46
2022
Q3 		$365K Hold
2,227
– – 0.3% 61
2022
Q2 		$398K Buy
2,227
+100
+5% +$21.1K 0.29% 60
2022
Q1 		$474K Sell
2,127
-77
-3% -$16.1K 0.3% 62
2021
Q4 		$456K Buy
2,204
+77
+4% +$15.5K 0.22% 79
2021
Q3 		$408K Buy
2,127
+900
+73% +$187K 0.22% 79
2021
Q2 		$267K Buy
1,227
+277
+29% +$64K 0.17% 93
2021
Q1 		$220K Buy
+950
New +$197K 0.21% 83

Other funds holding CAT

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Ridgecrest Wealth Partners's CAT Position: Q3 2026 in Review

Ridgecrest Wealth Partners reduced its Caterpillar (CAT) stake by 0.06% in Q3 2026, selling an estimated $848 and leaving 1,652 shares worth $1.34M. The position accounts for 0.62% of the portfolio, ranked #29.

Ridgecrest Wealth Partners first reported a position in CAT in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.76M in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Ridgecrest Wealth Partners held 1,652 shares of Caterpillar worth $1.34M as of Q3 2026.
  • Ridgecrest Wealth Partners sold 1 Caterpillar share in Q3 2026, an estimated $848.
  • Caterpillar made up 0.62% of Ridgecrest Wealth Partners's portfolio in Q3 2026, its #29 holding.
  • Ridgecrest Wealth Partners first reported a position in Caterpillar in Q1 2021 and has held it in 23 quarters since.
  • Ridgecrest Wealth Partners's Caterpillar position peaked at $1.76M in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.