Position history for RWA WEALTH PARTNERS, LLC's holdings in CATERPILLAR INC DEL
RWA WEALTH PARTNERS, LLC holds 109,833 shares of CAT (CATERPILLAR INC DEL), worth $62.9M as of 2025-Q4. The position was increased (++1.9% shares). CAT represents 0.7% of RWA WEALTH PARTNERS, LLC's portfolio.
Current Value
$62.9M
Current Shares
109,833
Total Value Change
+$52.8M
Total Shares Change
+79,597
Other major holders of CAT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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 |