RWA Wealth Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $101M | Sell |
94,652
-4,614
| -5% | -$4.05M | 0.97% | 18 |
|
|
2026
Q1 | $70.3M | Sell |
99,266
-10,567
| -10% | -$7.32M | 0.77% | 20 |
|
|
2025
Q4 | $62.9M | Buy |
109,833
+2,063
| +2% | +$1.15M | 0.69% | 23 |
|
|
2025
Q3 | $51.4M | Buy |
107,770
+18,591
| +21% | +$7.94M | 0.58% | 26 |
|
|
2025
Q2 | $34.6M | Sell |
89,179
-6,420
| -7% | -$2.14M | 0.43% | 37 |
|
|
2025
Q1 | $31.5M | Buy |
95,599
+29,448
| +45% | +$10.5M | 0.4% | 42 |
|
|
2024
Q4 | $24M | Buy |
66,151
+36,789
| +125% | +$14.3M | 0.3% | 55 |
|
|
2024
Q3 | $11.5M | Sell |
29,362
-874
| -3% | -$302K | 0.14% | 91 |
|
|
2024
Q2 | $10.1M | Buy |
30,236
+170
| +0.6% | +$58.9K | 0.13% | 99 |
|
|
2024
Q1 | $11M | Sell |
30,066
-714
| -2% | -$228K | 0.15% | 91 |
|
|
2023
Q4 | $9.1M | Buy |
30,780
+9,257
| +43% | +$2.4M | 0.13% | 98 |
|
|
2023
Q3 | $5.88M | Buy |
21,523
+307
| +1% | +$83.3K | 0.13% | 77 |
|
|
2023
Q2 | $5.22M | Buy |
21,216
+16,632
| +363% | +$3.71M | 0.11% | 76 |
|
|
2023
Q1 | $1.05M | Sell |
4,584
-10
| -0.2% | -$2.42K | 0.03% | 126 |
|
|
2022
Q4 | $1.15M | Sell |
4,594
-1,193
| -21% | -$260K | 0.03% | 124 |
|
|
2022
Q3 | $950K | Buy |
5,787
+1,403
| +32% | +$256K | 0.07% | 124 |
|
|
2022
Q2 | $784K | Buy |
4,384
+2
| +0% | +$421 | 0.05% | 137 |
|
|
2022
Q1 | $976K | Buy |
4,382
+152
| +4% | +$31.9K | 0.06% | 134 |
|
|
2021
Q4 | $874K | Buy |
4,230
+23
| +0.5% | +$4.63K | 0.06% | 141 |
|
|
2021
Q3 | $808K | Buy |
4,207
+47
| +1% | +$9.79K | 0.06% | 141 |
|
|
2021
Q2 | $905K | Buy |
4,160
+690
| +20% | +$159K | 0.07% | 138 |
|
|
2021
Q1 | $804K | Buy |
3,470
+181
| +6% | +$37.5K | 0.06% | 136 |
|
|
2020
Q4 | $599K | Buy |
3,289
+69
| +2% | +$11.7K | 0.05% | 150 |
|
|
2020
Q3 | $480K | Sell |
3,220
-157
| -5% | -$22.1K | 0.05% | 152 |
|
|
2020
Q2 | $427K | Buy |
3,377
+646
| +24% | +$76.6K | 0.05% | 155 |
|
|
2020
Q1 | $317K | Buy |
2,731
+2
| +0.1% | +$255 | 0.04% | 158 |
|
|
2019
Q4 | $403K | Buy |
2,729
+1
| +0% | +$140 | 0.04% | 178 |
|
|
2019
Q3 | $345K | Buy |
2,728
+1
| +0% | +$127 | 0.04% | 183 |
|
|
2019
Q2 | $372K | Buy |
2,727
+1
| +0% | +$132 | 0.04% | 174 |
|
|
2019
Q1 | $369K | Buy |
2,726
+461
| +20% | +$61.2K | 0.04% | 174 |
|
|
2018
Q4 | $288K | Buy |
2,265
+836
| +59% | +$109K | 0.04% | 180 |
|
|
2018
Q3 | $218K | Buy |
1,429
+2
| +0.1% | +$283 | 0.02% | 218 |
|
|
2018
Q2 | $194K | Buy |
1,427
+160
| +13% | +$23.9K | 0.02% | 230 |
|
|
2018
Q1 | $187K | Sell |
1,267
-240
| -16% | -$37.9K | 0.02% | 201 |
|
|
2017
Q4 | $238K | Buy |
+1,507
| New | +$209K | 0.03% | 211 |
|
Other funds holding CAT
RWA Wealth Partners's CAT Position: Q2 2026 in Review
RWA Wealth Partners reduced its Caterpillar (CAT) stake by 4.6% in Q2 2026, selling an estimated $4.05M and leaving 94,652 shares worth $101M. The position accounts for 0.97% of the portfolio, ranked #18.
RWA Wealth Partners first reported a position in CAT in Q4 2017 and has held it in 35 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- RWA Wealth Partners held 94,652 shares of Caterpillar worth $101M as of Q2 2026.
- RWA Wealth Partners sold 4,614 Caterpillar shares in Q2 2026, an estimated $4.05M.
- Caterpillar made up 0.97% of RWA Wealth Partners's portfolio in Q2 2026, its #18 holding.
- RWA Wealth Partners first reported a position in Caterpillar in Q4 2017 and has held it in 35 quarters since.
- 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.