Question 1

How many shares of CAT does RWA WEALTH PARTNERS, LLC own?

Accepted Answer

As of 2026-Q1, RWA WEALTH PARTNERS, LLC holds 99,266 shares of CAT (CATERPILLAR INC).

Question 2

What is RWA WEALTH PARTNERS, LLC's CAT position worth?

Accepted Answer

As of 2026-Q1, RWA WEALTH PARTNERS, LLC's CAT position is worth $70.3M.

Question 3

Is RWA WEALTH PARTNERS, LLC buying or selling CAT?

Accepted Answer

In 2026-Q1, RWA WEALTH PARTNERS, LLC decreased their CAT position (-9.6% change in shares).

Question 4

When did RWA WEALTH PARTNERS, LLC first buy CAT?

Accepted Answer

Based on available 13F filings, RWA WEALTH PARTNERS, LLC first reported a position in CAT in 2024-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	99,266	-9.6%	$70.3M	0.8%	$722.18	0
2025-Q4	Increased	109,833	+1.9%	$62.9M	0.7%	$576.04	42
2025-Q3	Increased	107,770	+20.9%	$51.4M	0.6%	$469.16	49
2025-Q2	Decreased	89,179	-6.7%	$34.6M	0.4%	$381.32	0
2025-Q1	Increased	95,599	+44.5%	$31.5M	0.4%	$325.22	47
2024-Q4	Increased	66,151	+125.3%	$24M	0.3%	$356.77	55
2024-Q3	Decreased	29,362	-2.9%	$11.5M	0.1%	$382.99	0
2024-Q2	Increased	30,236	+0.6%	$10.1M	0.1%	$324.88	33

CATShowing 8 of 29 quarters

CAT
Showing 8 of 29 quarters