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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
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
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

Ruedi Wealth Management's CAT Position: Q1 2026 in Review

Ruedi Wealth Management held its Caterpillar (CAT) position steady in Q1 2026 at 384 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #55.

Ruedi Wealth Management first reported a position in CAT in Q4 2022 and has held it in 12 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Ruedi Wealth Management held 384 shares of Caterpillar worth $272K as of Q1 2026.
  • Ruedi Wealth Management left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.07% of Ruedi Wealth Management's portfolio in Q1 2026, its #55 holding.
  • Ruedi Wealth Management first reported a position in Caterpillar in Q4 2022 and has held it in 12 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Ruedi Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.