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Briaud Financial Planning’s Caterpillar CAT Stock Holding History

Briaud Financial Planning’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
-446
Closed -$173K – 71
2025
Q2 		$173K Hold
446
– – 0.07% 45
2025
Q1 		$147K Hold
446
– – 0.06% 46
2024
Q4 		$161K Buy
446
+13
+3% +$5.04K 0.07% 38
2024
Q3 		$169K Hold
433
– – 0.09% 32
2024
Q2 		$144K Hold
433
– – 0.08% 31
2024
Q1 		$159K Buy
+433
New +$138K 0.09% 29
2023
Q4 		– Sell
-433
Closed -$118K – 43
2023
Q3 		$118K Buy
+433
New +$117K 0.1% 30

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

Briaud Financial Planning's CAT Position: Q3 2025 in Review

Briaud Financial Planning sold out of Caterpillar (CAT) in Q3 2025, closing a stake of 446 shares — an estimated $173K sold.

Briaud Financial Planning first reported a position in CAT in Q3 2023 and held it in 7 quarters. The position peaked at $173K in Q2 2025. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Briaud Financial Planning reported no remaining Caterpillar position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 446 Caterpillar shares in Q3 2025, an estimated $173K.
  • Briaud Financial Planning first reported a position in Caterpillar in Q3 2023 and held it in 7 quarters.
  • Briaud Financial Planning's Caterpillar position peaked at $173K in Q2 2025.
  • 3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.