AWM
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Accredited Wealth Management’s Caterpillar CAT Stock Holding History

Accredited 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 		$1.15M Sell
329
-2,093
-86% -$894K 0.86% 28
2025
Q2 		$940K Hold
2,422
– – 0.76% 29
2025
Q1 		$799K Hold
2,422
– – 0.67% 26
2024
Q4 		$879K Buy
+2,422
New +$939K 0.77% 28

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

Accredited Wealth Management's CAT Position: Q3 2025 in Review

Accredited Wealth Management reduced its Caterpillar (CAT) stake by 86% in Q3 2025, selling an estimated $894K and leaving 329 shares worth $1.15M. The position accounts for 0.86% of the portfolio, ranked #28.

Accredited Wealth Management first reported a position in CAT in Q4 2024 and has held it in 4 quarters since. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Accredited Wealth Management held 329 shares of Caterpillar worth $1.15M as of Q3 2025.
  • Accredited Wealth Management sold 2,093 Caterpillar shares in Q3 2025, an estimated $894K.
  • Caterpillar made up 0.86% of Accredited Wealth Management's portfolio in Q3 2025, its #28 holding.
  • Accredited Wealth Management first reported a position in Caterpillar in Q4 2024 and has held it in 4 quarters since.
  • 3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.