AAG
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Accordant Advisory Group’s Caterpillar CAT Stock Holding History

Accordant Advisory Group’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 		– Sell
-6
Closed -$2.33K – 166
2025
Q2 		$2.33K Buy
+6
New +$2K ﹤0.01% 153

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

Accordant Advisory Group's CAT Position: Q3 2025 in Review

Accordant Advisory Group sold out of Caterpillar (CAT) in Q3 2025, closing a stake of 6 shares — an estimated $2.33K sold.

Accordant Advisory Group first reported a position in CAT in Q2 2025 and held it in 1 quarter. The position peaked at $2.33K in Q2 2025. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Accordant Advisory Group reported no remaining Caterpillar position as of Q3 2025 after selling out during the quarter.
  • Accordant Advisory Group sold 6 Caterpillar shares in Q3 2025, an estimated $2.33K.
  • Accordant Advisory Group first reported a position in Caterpillar in Q2 2025 and held it in 1 quarter.
  • Accordant Advisory Group's Caterpillar position peaked at $2.33K in Q2 2025.
  • 3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Accordant Advisory Group's 13F filing for Q3 2025, filed 22 Oct 2025.