CWM
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Centricity Wealth Management’s Caterpillar CAT Stock Holding History

Centricity 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 		$188K Buy
484
+1
+0.2% +$333 0.15% 78
2025
Q1 		$159K Buy
483
+1
+0.2% +$356 0.14% 84
2024
Q4 		$175K Buy
+482
New +$187K 0.16% 81

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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Centricity Wealth Management's CAT Position: Q2 2025 in Review

Centricity Wealth Management increased its Caterpillar (CAT) stake by 0.21% in Q2 2025, buying an estimated $333 and bringing the position to 484 shares worth $188K. The position accounts for 0.15% of the portfolio, ranked #78.

Centricity Wealth Management first reported a position in CAT in Q4 2024 and has held it in 3 quarters since. 3,020 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

  • Centricity Wealth Management held 484 shares of Caterpillar worth $188K as of Q2 2025.
  • Centricity Wealth Management bought 1 Caterpillar share in Q2 2025, an estimated $333.
  • Caterpillar made up 0.15% of Centricity Wealth Management's portfolio in Q2 2025, its #78 holding.
  • Centricity Wealth Management first reported a position in Caterpillar in Q4 2024 and has held it in 3 quarters since.
  • 3,020 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.