AFWM
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Abich Financial Wealth Management’s Caterpillar CAT Stock Holding History

Abich Financial Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$87.8K Buy
+184
New +$78.6K 0.03% 251
2024
Q3 		– Sell
-215
Closed -$71.5K – 447
2024
Q2 		$71.5K Buy
215
+38
+21% +$13.2K 0.05% 128
2024
Q1 		$64.9K Buy
177
+13
+8% +$4.16K 0.05% 121
2023
Q4 		$48.5K Buy
+164
New +$42.5K 0.05% 115

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Abich Financial Wealth Management's CAT Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Caterpillar (CAT) in Q3 2025: 184 shares worth $87.8K. The stake represents 0.03% of the portfolio and ranks #251 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in CAT as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in CAT in Q4 2023 and has held it in 4 quarters since. 3,144 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Abich Financial Wealth Management held 184 shares of Caterpillar worth $87.8K as of Q3 2025.
  • Caterpillar was a new Abich Financial Wealth Management position in Q3 2025.
  • Caterpillar made up 0.03% of Abich Financial Wealth Management's portfolio in Q3 2025, its #251 holding.
  • Abich Financial Wealth Management first reported a position in Caterpillar in Q4 2023 and has held it in 4 quarters since.
  • 3,144 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.