CFP
CAT icon

Comprehensive Financial Planning’s Caterpillar CAT Stock Holding History

Comprehensive 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
Q1 		– Sell
-218
Closed -$79.3K – 336
2024
Q4 		$79.3K Buy
+218
New +$84.5K 0.07% 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 $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Comprehensive Financial Planning's CAT Position: Q1 2025 in Review

Comprehensive Financial Planning sold out of Caterpillar (CAT) in Q1 2025, closing a stake of 218 shares — an estimated $79.3K sold.

Comprehensive Financial Planning first reported a position in CAT in Q4 2024 and held it in 1 quarter. The position peaked at $79.3K in Q4 2024. 2,897 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

  • Comprehensive Financial Planning reported no remaining Caterpillar position as of Q1 2025 after selling out during the quarter.
  • Comprehensive Financial Planning sold 218 Caterpillar shares in Q1 2025, an estimated $79.3K.
  • Comprehensive Financial Planning first reported a position in Caterpillar in Q4 2024 and held it in 1 quarter.
  • Comprehensive Financial Planning's Caterpillar position peaked at $79.3K in Q4 2024.
  • 2,897 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on Comprehensive Financial Planning's 13F filing for Q1 2025, filed 9 May 2025.