Ruedi Wealth Management’s Caterpillar CAT Stock Holding History

Ruedi Wealth 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
2026 Q2	$409K	Hold	384	–	–	0.1%	49
2026 Q1	$272K	Hold	384	–	–	0.07%	55
2025 Q4	$220K	Buy	+384	New	+$213K	0.06%	56
2025 Q2	–	Sell	-384	Closed	-$127K	–	94
2025 Q1	$127K	Hold	384	–	–	0.04%	58
2024 Q4	$139K	Hold	384	–	–	0.04%	55
2024 Q3	$150K	Sell	384 -11	-3%	-$3.8K	0.05%	54
2024 Q2	$132K	Buy	395 +22	+6%	+$7.63K	0.05%	56
2024 Q1	$137K	Buy	373 +54	+17%	+$17.3K	0.06%	54
2023 Q4	$94.4K	Hold	319	–	–	0.04%	59
2023 Q3	$87.1K	Hold	319	–	–	0.05%	56
2023 Q2	$78.5K	Hold	319	–	–	0.05%	59
2023 Q1	$73K	Hold	319	–	–	0.05%	64
2022 Q4	$76.5K	Buy	+319	New	+$69.4K	0.05%	59

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Ruedi Wealth Management's CAT Position: Q2 2026 in Review

Ruedi Wealth Management held its Caterpillar (CAT) position steady in Q2 2026 at 384 shares worth $409K. The position accounts for 0.1% of the portfolio, ranked #49.

Ruedi Wealth Management first reported a position in CAT in Q4 2022 and has held it in 13 quarters since. 4,052 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Ruedi Wealth Management held 384 shares of Caterpillar worth $409K as of Q2 2026.
Ruedi Wealth Management left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.1% of Ruedi Wealth Management's portfolio in Q2 2026, its #49 holding.
Ruedi Wealth Management first reported a position in Caterpillar in Q4 2022 and has held it in 13 quarters since.
4,052 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Ruedi Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.