CWC
CAT icon

Carolinas Wealth Consulting’s Caterpillar CAT Stock Holding History

Carolinas Wealth Consulting’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
-319
Closed -$105K – 126
2025
Q1 		$105K Sell
319
-2
-0.6% -$712 0.02% 236
2024
Q4 		$116K Sell
321
-6
-2% -$2.33K 0.02% 233
2024
Q3 		$128K Buy
327
+5
+2% +$1.73K 0.02% 223
2024
Q2 		$107K Sell
322
-1
-0.3% -$347 0.02% 244
2024
Q1 		$118K Sell
323
-15
-4% -$4.79K 0.02% 235
2023
Q4 		$99.9K Sell
338
-341
-50% -$88.5K 0.02% 230
2023
Q3 		$155K Buy
679
+261
+62% +$70.8K 0.04% 172
2023
Q2 		$103K Sell
418
-68
-14% -$15.2K 0.02% 255
2023
Q1 		$111K Hold
486
– – 0.02% 254
2022
Q4 		$116K Sell
486
-16
-3% -$3.48K 0.03% 242
2022
Q3 		$82K Sell
502
-55
-10% -$10K 0.02% 269
2022
Q2 		$100K Sell
557
-103
-16% -$21.7K 0.02% 246
2022
Q1 		$147K Buy
660
+87
+15% +$18.2K 0.03% 208
2021
Q4 		$118K Buy
573
+54
+10% +$10.9K 0.03% 243
2021
Q3 		$100K Sell
519
-276
-35% -$57.5K 0.02% 244
2021
Q2 		$173K Sell
795
-8
-1% -$1.85K 0.04% 189
2021
Q1 		$186K Buy
803
+201
+33% +$41.6K 0.05% 172
2020
Q4 		$109K Buy
602
+151
+33% +$25.6K 0.03% 218
2020
Q3 		$67K Buy
451
+294
+187% +$41.3K 0.02% 238
2020
Q2 		$20K Buy
+157
New +$18.6K 0.01% 287

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

Carolinas Wealth Consulting's CAT Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Caterpillar (CAT) in Q2 2025, closing a stake of 319 shares — an estimated $105K sold.

Carolinas Wealth Consulting first reported a position in CAT in Q2 2020 and held it in 20 quarters. The position peaked at $186K in Q1 2021. 3,015 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Caterpillar position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 319 Caterpillar shares in Q2 2025, an estimated $105K.
  • Carolinas Wealth Consulting first reported a position in Caterpillar in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Caterpillar position peaked at $186K in Q1 2021.
  • 3,015 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.