Congress Wealth Management’s Caterpillar CAT Stock Holding History

Congress 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	$28.4M	Sell	73,224 -1,443	-2%	-$481K	0.28%	87
2025 Q1	$24.6M	Buy	74,667 +14,027	+23%	+$5M	0.3%	84
2024 Q4	$22M	Buy	60,640 +1,658	+3%	+$643K	0.3%	86
2024 Q3	$23.1M	Buy	58,982 +11,952	+25%	+$4.13M	0.31%	82
2024 Q2	$15.7M	Buy	47,030 +997	+2%	+$346K	0.25%	114
2024 Q1	$16.9M	Sell	46,033 -1,395	-3%	-$446K	0.29%	94
2023 Q4	$14M	Buy	47,428 +482	+1%	+$125K	0.26%	107
2023 Q3	$12.8M	Buy	46,946 +433	+0.9%	+$117K	0.26%	104
2023 Q2	$11.4M	Buy	46,513 +543	+1%	+$121K	0.27%	117
2023 Q1	$10.5M	Sell	45,970 -52,992	-54%	-$12.8M	0.25%	123
2022 Q4	$23.7M	Buy	98,962 +165	+0.2%	+$35.9K	0.61%	35
2022 Q3	$16.2M	Buy	98,797 +5,032	+5%	+$919K	0.44%	50
2022 Q2	$16.8M	Sell	93,765 -863	-0.9%	-$182K	0.43%	55
2022 Q1	$21.1M	Buy	94,628 +16,137	+21%	+$3.38M	0.46%	54
2021 Q4	$16.2M	Buy	+78,491	New	+$15.8M	0.32%	80

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Congress Wealth Management reduced its Caterpillar (CAT) stake by 1.9% in Q2 2025, selling an estimated $481K and leaving 73,224 shares worth $28.4M. The position accounts for 0.28% of the portfolio, ranked #87.

Congress Wealth Management first reported a position in CAT in Q4 2021 and has held it in 15 quarters since. 3,022 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

Congress Wealth Management held 73,224 shares of Caterpillar worth $28.4M as of Q2 2025.
Congress Wealth Management sold 1,443 Caterpillar shares in Q2 2025, an estimated $481K.
Caterpillar made up 0.28% of Congress Wealth Management's portfolio in Q2 2025, its #87 holding.
Congress Wealth Management first reported a position in Caterpillar in Q4 2021 and has held it in 15 quarters since.
3,022 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.