Defined Financial Planning’s Caterpillar CAT Stock Holding History

Defined 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 Q3	$211K	Buy	+420	New	+$179K	0.17%	62

Other funds holding CAT

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Defined Financial Planning's CAT Position: Q3 2025 in Review

Defined Financial Planning opened a new position in Caterpillar (CAT) in Q3 2025: 420 shares worth $211K. The stake represents 0.17% of the portfolio and ranks #62 among its holdings.

3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

Defined Financial Planning held 420 shares of Caterpillar worth $211K as of Q3 2025.
Caterpillar was a new Defined Financial Planning position in Q3 2025.
Caterpillar made up 0.17% of Defined Financial Planning's portfolio in Q3 2025, its #62 holding.
3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.