Position history for RWA WEALTH PARTNERS, LLC's holdings in CATERPILLAR INC
RWA WEALTH PARTNERS, LLC holds 99,266 shares of CAT (CATERPILLAR INC), worth $70.3M as of 2026-Q1. The position was decreased (-9.6% shares). CAT represents 0.8% of RWA WEALTH PARTNERS, LLC's portfolio.
Current Value
$70.3M
Current Shares
99,266
Total Value Change
+$60.3M
Total Shares Change
+69,030
Other major holders of CAT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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 |