Berry Wealth Group’s Caterpillar CAT Stock Holding History

Berry Wealth 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	-752	Closed	-$292K	–	41
2025 Q2	$292K	Sell	752 -64	-8%	-$21.3K	0.2%	70
2025 Q1	$269K	Buy	+816	New	+$291K	0.21%	74

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Berry Wealth Group's CAT Position: Q3 2025 in Review

Berry Wealth Group sold out of Caterpillar (CAT) in Q3 2025, closing a stake of 752 shares — an estimated $292K sold.

Berry Wealth Group first reported a position in CAT in Q1 2025 and held it in 2 quarters. The position peaked at $292K in Q2 2025. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

Berry Wealth Group reported no remaining Caterpillar position as of Q3 2025 after selling out during the quarter.
Berry Wealth Group sold 752 Caterpillar shares in Q3 2025, an estimated $292K.
Berry Wealth Group first reported a position in Caterpillar in Q1 2025 and held it in 2 quarters.
Berry Wealth Group's Caterpillar position peaked at $292K in Q2 2025.
3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

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