Benchmark Wealth Management’s Caterpillar CAT Stock Holding History

Benchmark 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 Q2	$694K	Buy	1,788 +1	+0.1%	+$333	0.31%	37
2025 Q1	$589K	Buy	1,787 +1	+0.1%	+$356	0.29%	37
2024 Q4	$648K	Buy	1,786 +1	+0.1%	+$388	0.32%	30
2024 Q3	$698K	Hold	1,785	–	–	0.34%	30
2024 Q2	$594K	Buy	1,785 +1	+0.1%	+$347	0.32%	31
2024 Q1	$654K	Buy	1,784 +1	+0.1%	+$320	0.36%	29
2023 Q4	$527K	Buy	1,783 +1	+0.1%	+$259	0.31%	30
2023 Q3	$487K	Buy	1,782 +1	+0.1%	+$271	0.31%	32
2023 Q2	$438K	Buy	1,781 +1	+0.1%	+$223	0.26%	32
2023 Q1	$398K	Buy	1,780 +1	+0.1%	+$242	0.25%	33
2022 Q4	$426K	Hold	1,779	–	–	0.31%	32
2022 Q3	$292K	Buy	1,779 +2	+0.1%	+$365	0.23%	38
2022 Q2	$318K	Buy	1,777 +1	+0.1%	+$211	0.23%	35
2022 Q1	$396K	Buy	1,776 +1	+0.1%	+$210	0.27%	29
2021 Q4	$367K	Hold	1,775	–	–	0.24%	30
2021 Q3	$341K	Buy	1,775 +1	+0.1%	+$208	0.24%	28
2021 Q2	$386K	Buy	1,774 +1	+0.1%	+$231	0.27%	27
2021 Q1	$411K	Buy	1,773 +1	+0.1%	+$207	0.3%	22
2020 Q4	$323K	Sell	1,772 -170	-9%	-$28.8K	0.25%	29
2020 Q3	$290K	Buy	1,942 +2	+0.1%	+$281	0.23%	30
2020 Q2	$245K	Buy	1,940 +3	+0.2%	+$356	0.21%	33
2020 Q1	$225K	Buy	1,937 +3	+0.2%	+$383	0.23%	34
2019 Q4	$286K	Buy	+1,934	New	+$270K	0.25%	39

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Benchmark Wealth Management's CAT Position: Q2 2025 in Review

Benchmark Wealth Management increased its Caterpillar (CAT) stake by 0.06% in Q2 2025, buying an estimated $333 and bringing the position to 1,788 shares worth $694K. The position accounts for 0.31% of the portfolio, ranked #37.

Benchmark Wealth Management first reported a position in CAT in Q4 2019 and has held it in 23 quarters since. The position peaked at $698K in Q3 2024. 3,015 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

Benchmark Wealth Management held 1,788 shares of Caterpillar worth $694K as of Q2 2025.
Benchmark Wealth Management bought 1 Caterpillar share in Q2 2025, an estimated $333.
Caterpillar made up 0.31% of Benchmark Wealth Management's portfolio in Q2 2025, its #37 holding.
Benchmark Wealth Management first reported a position in Caterpillar in Q4 2019 and has held it in 23 quarters since.
Benchmark Wealth Management's Caterpillar position peaked at $698K in Q3 2024.
3,015 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.