CWM
CAT icon

Crowley Wealth Management’s Caterpillar CAT Stock Holding History

Crowley 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
Q4 		– Sell
-1,057
Closed -$504K – 57
2025
Q3 		$504K Hold
1,057
– – 0.4% 43
2025
Q2 		$410K Sell
1,057
-85
-7% -$28.3K 0.37% 48
2025
Q1 		$377K Sell
1,142
-120
-10% -$42.7K 0.36% 49
2024
Q4 		$458K Buy
+1,262
New +$489K 0.4% 44

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Crowley Wealth Management's CAT Position: Q4 2025 in Review

Crowley Wealth Management sold out of Caterpillar (CAT) in Q4 2025, closing a stake of 1,057 shares — an estimated $504K sold.

Crowley Wealth Management first reported a position in CAT in Q4 2024 and held it in 4 quarters. The position peaked at $504K in Q3 2025. 3,529 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Crowley Wealth Management reported no remaining Caterpillar position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 1,057 Caterpillar shares in Q4 2025, an estimated $504K.
  • Crowley Wealth Management first reported a position in Caterpillar in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Caterpillar position peaked at $504K in Q3 2025.
  • 3,529 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.