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Advisor Resource Council’s Caterpillar CAT Stock Holding History

Advisor Resource Council’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
Q2 		– Sell
-2,338
Closed -$755K – 243
2025
Q1 		$755K Buy
+2,338
New +$833K 0.06% 296
2024
Q1 		– Sell
-2,337
Closed -$691K – 275
2023
Q4 		$691K Buy
+2,337
New +$606K 0.08% 231
2022
Q3 		– Sell
-3,352
Closed -$600K – 201
2022
Q2 		$600K Buy
3,352
+2,231
+199% +$470K 0.06% 265
2022
Q1 		$250K Sell
1,121
-3,056
-73% -$641K 0.08% 170
2021
Q4 		$864K Buy
4,177
+2,999
+255% +$604K 0.07% 257
2021
Q3 		$226K Sell
1,178
-1,556
-57% -$324K 0.07% 197
2021
Q2 		$595K Buy
+2,734
New +$631K 0.06% 285

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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Advisor Resource Council's CAT Position: Q2 2025 in Review

Advisor Resource Council sold out of Caterpillar (CAT) in Q2 2025, closing a stake of 2,338 shares — an estimated $755K sold.

Advisor Resource Council first reported a position in CAT in Q2 2021 and held it in 7 quarters. The position peaked at $864K in Q4 2021. 3,014 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

  • Advisor Resource Council reported no remaining Caterpillar position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 2,338 Caterpillar shares in Q2 2025, an estimated $755K.
  • Advisor Resource Council first reported a position in Caterpillar in Q2 2021 and held it in 7 quarters.
  • Advisor Resource Council's Caterpillar position peaked at $864K in Q4 2021.
  • 3,014 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.