CF
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Copperwynd Financial’s Caterpillar CAT Stock Holding History

Copperwynd Financial’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 		$718K Sell
1,849
-655
-26% -$218K 0.18% 97
2025
Q1 		$826K Buy
2,504
+462
+23% +$165K 0.23% 89
2024
Q4 		$741K Buy
2,042
+308
+18% +$119K 0.2% 82
2024
Q3 		$678K Buy
1,734
+465
+37% +$161K 0.2% 95
2024
Q2 		$439K Buy
+1,269
New +$440K 0.14% 104
2024
Q1 		– Sell
-1,161
Closed -$343K – 143
2023
Q4 		$343K Sell
1,161
-44
-4% -$11.4K 0.14% 108
2023
Q3 		$329K Buy
1,205
+153
+15% +$41.5K 0.15% 102
2023
Q2 		$259K Buy
1,052
+54
+5% +$12K 0.12% 117
2023
Q1 		$228K Buy
+998
New +$241K 0.12% 122

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

Copperwynd Financial's CAT Position: Q2 2025 in Review

Copperwynd Financial reduced its Caterpillar (CAT) stake by 26% in Q2 2025, selling an estimated $218K and leaving 1,849 shares worth $718K. The position accounts for 0.18% of the portfolio, ranked #97.

Copperwynd Financial first reported a position in CAT in Q1 2023 and has held it in 9 quarters since. The position peaked at $826K in Q1 2025. 3,016 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

  • Copperwynd Financial held 1,849 shares of Caterpillar worth $718K as of Q2 2025.
  • Copperwynd Financial sold 655 Caterpillar shares in Q2 2025, an estimated $218K.
  • Caterpillar made up 0.18% of Copperwynd Financial's portfolio in Q2 2025, its #97 holding.
  • Copperwynd Financial first reported a position in Caterpillar in Q1 2023 and has held it in 9 quarters since.
  • Copperwynd Financial's Caterpillar position peaked at $826K in Q1 2025.
  • 3,016 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.