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

As of 2026-Q2, RWA WEALTH PARTNERS, LLC holds 94,652 shares of CAT (CATERPILLAR INC).

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

As of 2026-Q2, RWA WEALTH PARTNERS, LLC's CAT position is worth $100.8M.

In 2026-Q2, RWA WEALTH PARTNERS, LLC decreased their CAT position (-4.7% change in shares).

Based on available 13F filings, RWA WEALTH PARTNERS, LLC first reported a position in CAT in 2019-Q1. They have held the position across 30 quarters.

Position history for RWA WEALTH PARTNERS, LLC's holdings in CATERPILLAR INC

Current Value

$100.8M

Current Shares

94,652

Total Value Change

+$100.4M

Total Shares Change

+91,926

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	94,652	-4.7%	$100.8M	1.0%	$1,062.93	0
2026-Q1	Decreased	99,266	-9.6%	$70.3M	0.8%	$705.80	0
2025-Q4	Increased	109,833	+1.9%	$62.9M	0.7%	$569.39	42
2025-Q3	Increased	107,770	+20.9%	$51.4M	0.6%	$472.89	49
2025-Q2	Decreased	89,179	-6.7%	$34.6M	0.4%	$383.34	0
2025-Q1	Increased	95,599	+44.5%	$31.5M	0.4%	$324.10	47
2024-Q4	Increased	66,151	+125.3%	$24M	0.3%	$355.19	55
2024-Q3	Decreased	29,362	-2.9%	$11.5M	0.1%	$381.59	0
2024-Q2	Increased	30,236	+0.6%	$10.1M	0.1%	$323.67	33
2024-Q1	Decreased	30,066	-2.3%	$11M	0.1%	$354.76	0
2023-Q4	Increased	30,780	+43.0%	$9.1M	0.1%	$284.93	44
2023-Q3	Increased	21,523	+1.4%	$5.9M	0.1%	$261.73	33
2023-Q2	Increased	21,216	+362.8%	$5.2M	0.1%	$234.73	52
2023-Q1	Decreased	4,584	-0.2%	$1M	0.0%	$217.14	0
2022-Q4	Decreased	4,594	-20.6%	$1.2M	0.0%	$226.23	0
2022-Q3	Increased	5,787	+32.0%	$950,000	0.1%	$153.92	32
2022-Q2	Increased	4,384	+0.1%	$784,000	0.1%	$166.53	25
2022-Q1	Increased	4,382	+3.6%	$976,000	0.1%	$206.59	26
2021-Q4	Increased	4,230	+0.6%	$874,000	0.1%	$190.75	25
2021-Q3	Increased	4,207	+1.1%	$808,000	0.1%	$176.15	25
2021-Q2	Increased	4,160	+19.9%	$905,000	0.1%	$198.63	30
2021-Q1	Increased	3,470	+5.5%	$804,000	0.1%	$210.68	26
2020-Q4	Increased	3,289	+2.1%	$599,000	0.1%	$164.51	25
2020-Q3	Decreased	3,220	-4.7%	$480,000	0.1%	$133.98	0
2020-Q2	Increased	3,377	+23.6%	$427,000	0.1%	$112.79	29
2020-Q1	Increased	2,731	+0.1%	$317,000	0.0%	$102.52	23
2019-Q4	Increased	2,729	+0.0%	$403,000	0.0%	$129.57	24
2019-Q3	Increased	2,728	+0.0%	$345,000	0.0%	$109.95	24
2019-Q2	Increased	2,727	+0.0%	$372,000	0.0%	$117.74	24
2019-Q1	New	2,726	-	$369,000	0.0%	$116.34	33