CAWM
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Capital A Wealth Management’s Caterpillar CAT Stock Holding History

Capital A 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
Q2 		– Sell
-187
Closed -$61.5K – 485
2025
Q1 		$61.5K Buy
187
+1
+0.5% +$356 0.06% 132
2024
Q4 		$67.6K Buy
+186
New +$72.1K 0.11% 136

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 $336B AUM 34.66% 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

Capital A Wealth Management's CAT Position: Q2 2025 in Review

Capital A Wealth Management sold out of Caterpillar (CAT) in Q2 2025, closing a stake of 187 shares — an estimated $61.5K sold.

Capital A Wealth Management first reported a position in CAT in Q4 2024 and held it in 2 quarters. The position peaked at $67.6K in Q4 2024. 3,017 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

  • Capital A Wealth Management reported no remaining Caterpillar position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 187 Caterpillar shares in Q2 2025, an estimated $61.5K.
  • Capital A Wealth Management first reported a position in Caterpillar in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Caterpillar position peaked at $67.6K in Q4 2024.
  • 3,017 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.