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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
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

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

Ridgecrest Wealth Partners's CAT Position: Q1 2026 in Review

Ridgecrest Wealth Partners reduced its Caterpillar (CAT) stake by 0.6% in Q1 2026, selling an estimated $6.93K and leaving 1,660 shares worth $1.18M. The position accounts for 0.65% of the portfolio, ranked #32.

Ridgecrest Wealth Partners first reported a position in CAT in Q1 2021 and has held it in 21 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Ridgecrest Wealth Partners held 1,660 shares of Caterpillar worth $1.18M as of Q1 2026.
  • Ridgecrest Wealth Partners sold 10 Caterpillar shares in Q1 2026, an estimated $6.93K.
  • Caterpillar made up 0.65% of Ridgecrest Wealth Partners's portfolio in Q1 2026, its #32 holding.
  • Ridgecrest Wealth Partners first reported a position in Caterpillar in Q1 2021 and has held it in 21 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.