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Burt Wealth Advisors’s Caterpillar CAT Stock Holding History

Burt 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
Q3 		$225K Buy
+471
New +$201K 0.06% 111
2024
Q4 		– Sell
-544
Closed -$213K – 113
2024
Q3 		$213K Buy
+544
New +$188K 0.05% 114
2024
Q2 		– Sell
-624
Closed -$229K – 113
2024
Q1 		$229K Buy
+624
New +$199K 0.06% 111
2021
Q1 		– Sell
-524
Closed -$95K – 132
2020
Q4 		$95K Hold
524
– – 0.03% 135
2020
Q3 		$78K Sell
524
-220
-30% -$30.9K 0.03% 143
2020
Q2 		$94K Hold
744
– – 0.04% 126
2020
Q1 		$86K Sell
744
-40
-5% -$5.11K 0.04% 123
2019
Q4 		$116K Sell
784
-1,283
-62% -$179K 0.05% 118
2019
Q3 		$261K Hold
2,067
– – 0.11% 68
2019
Q2 		$282K Hold
2,067
– – 0.12% 62
2019
Q1 		$280K Hold
2,067
– – 0.13% 65
2018
Q4 		$263K Hold
2,067
– – 0.12% 69
2018
Q3 		$315K Hold
2,067
– – 0.14% 59
2018
Q2 		$280K Sell
2,067
-182
-8% -$27.2K 0.13% 61
2018
Q1 		$331K Hold
2,249
– – 0.17% 49
2017
Q4 		$354K Sell
2,249
-255
-10% -$35.4K 0.22% 48
2017
Q3 		$312K Hold
2,504
– – 0.2% 50
2017
Q2 		$269K Hold
2,504
– – 0.19% 52
2017
Q1 		$232K Hold
2,504
– – 0.17% 57
2016
Q4 		$232K Sell
2,504
-195
-7% -$17.7K 0.21% 61
2016
Q3 		$239K Sell
2,699
-300
-10% -$24.5K 0.26% 52
2016
Q2 		$227K Sell
2,999
-158
-5% -$11.8K 0.25% 51
2016
Q1 		$242K Buy
3,157
+158
+5% +$10.6K 0.22% 53
2015
Q4 		$203K Sell
2,999
-245
-8% -$17.1K 0.16% 63
2015
Q3 		$200K Buy
3,244
+245
+8% +$18.7K 0.25% 53
2015
Q2 		$254K Sell
2,999
-265
-8% -$22.8K 0.28% 53
2015
Q1 		$262K Sell
3,264
-680
-17% -$56.5K 0.27% 41
2014
Q4 		$362K Buy
+3,944
New +$384K 0.38% 33

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Burt Wealth Advisors's CAT Position: Q3 2025 in Review

Burt Wealth Advisors opened a new position in Caterpillar (CAT) in Q3 2025: 471 shares worth $225K. The stake represents 0.06% of the portfolio and ranks #111 among its holdings. This is a return to the name: Burt Wealth Advisors previously reported a position in CAT as recently as Q3 2024.

Burt Wealth Advisors first reported a position in CAT in Q4 2014 and has held it in 28 quarters since. The position peaked at $362K in Q4 2014. 3,148 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Burt Wealth Advisors held 471 shares of Caterpillar worth $225K as of Q3 2025.
  • Caterpillar was a new Burt Wealth Advisors position in Q3 2025.
  • Caterpillar made up 0.06% of Burt Wealth Advisors's portfolio in Q3 2025, its #111 holding.
  • Burt Wealth Advisors first reported a position in Caterpillar in Q4 2014 and has held it in 28 quarters since.
  • Burt Wealth Advisors's Caterpillar position peaked at $362K in Q4 2014.
  • 3,148 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.