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Bordeaux Wealth Advisors’s Caterpillar CAT Stock Holding History

Bordeaux Wealth Advisors’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 		$953K Sell
2,456
-33
-1% -$11K 0.12% 59
2025
Q1 		$821K Buy
2,489
+972
+64% +$346K 0.15% 63
2024
Q4 		$550K Buy
1,517
+10
+0.7% +$3.88K 0.09% 86
2024
Q3 		$589K Buy
1,507
+205
+16% +$70.8K 0.11% 79
2024
Q2 		$434K Buy
1,302
+26
+2% +$9.02K 0.08% 89
2024
Q1 		$468K Sell
1,276
-1,144
-47% -$366K 0.15% 62
2023
Q4 		$716K Buy
2,420
+127
+6% +$32.9K 0.24% 46
2023
Q3 		$626K Sell
2,293
-291
-11% -$78.9K 0.25% 47
2023
Q2 		$636K Sell
2,584
-11
-0.4% -$2.45K 0.26% 45
2023
Q1 		$594K Buy
2,595
+85
+3% +$20.5K 0.31% 49
2022
Q4 		$601K Sell
2,510
-134
-5% -$29.2K 0.33% 46
2022
Q3 		$434K Buy
2,644
+134
+5% +$24.5K 0.27% 55
2022
Q2 		$449K Sell
2,510
-47
-2% -$9.9K 0.31% 51
2022
Q1 		$570K Buy
2,557
+44
+2% +$9.23K 0.31% 53
2021
Q4 		$520K Buy
2,513
+13
+0.5% +$2.62K 0.24% 59
2021
Q3 		$480K Hold
2,500
– – 0.27% 54
2021
Q2 		$544K Hold
2,500
– – 0.31% 49
2021
Q1 		$580K Hold
2,500
– – 0.4% 38
2020
Q4 		$455K Buy
+2,500
New +$424K 0.34% 48

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

Bordeaux Wealth Advisors's CAT Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its Caterpillar (CAT) stake by 1.3% in Q2 2025, selling an estimated $11K and leaving 2,456 shares worth $953K. The position accounts for 0.12% of the portfolio, ranked #59.

Bordeaux Wealth Advisors first reported a position in CAT in Q4 2020 and has held it in 19 quarters since. 3,016 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

  • Bordeaux Wealth Advisors held 2,456 shares of Caterpillar worth $953K as of Q2 2025.
  • Bordeaux Wealth Advisors sold 33 Caterpillar shares in Q2 2025, an estimated $11K.
  • Caterpillar made up 0.12% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #59 holding.
  • Bordeaux Wealth Advisors first reported a position in Caterpillar in Q4 2020 and has held it in 19 quarters since.
  • 3,016 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.