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Brass Tax Wealth Management’s Caterpillar CAT Stock Holding History

Brass Tax 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 		$310K Buy
649
+2
+0.3% +$854 0.05% 172
2025
Q2 		$251K Buy
647
+1
+0.2% +$333 0.05% 195
2025
Q1 		$213K Buy
646
+72
+13% +$25.6K 0.04% 205
2024
Q4 		$208K Sell
574
-20
-3% -$7.76K 0.04% 199
2024
Q3 		$232K Buy
+594
New +$205K 0.05% 179

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

Brass Tax Wealth Management's CAT Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Caterpillar (CAT) stake by 0.31% in Q3 2025, buying an estimated $854 and bringing the position to 649 shares worth $310K. The position accounts for 0.05% of the portfolio, ranked #172.

Brass Tax Wealth Management first reported a position in CAT in Q3 2024 and has held it in 5 quarters since. 3,144 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Brass Tax Wealth Management held 649 shares of Caterpillar worth $310K as of Q3 2025.
  • Brass Tax Wealth Management bought 2 Caterpillar shares in Q3 2025, an estimated $854.
  • Caterpillar made up 0.05% of Brass Tax Wealth Management's portfolio in Q3 2025, its #172 holding.
  • Brass Tax Wealth Management first reported a position in Caterpillar in Q3 2024 and has held it in 5 quarters since.
  • 3,144 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.