Drive Wealth Management’s Caterpillar CAT Stock Holding History

Drive 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
2026 Q1	$3.81M	Sell	5,375 -557	-9%	-$386K	0.8%	26
2025 Q4	$3.4M	Buy	5,932 +51	+0.9%	+$28.3K	0.66%	33
2025 Q3	$2.81M	Sell	5,881 -3	-0.1%	-$1.28K	0.59%	37
2025 Q2	$2.28M	Sell	5,884 -136	-2%	-$45.3K	0.5%	41
2025 Q1	$1.99M	Buy	6,020 +3,168	+111%	+$1.13M	0.47%	45
2024 Q4	$1.03M	Buy	2,852 +23	+0.8%	+$8.92K	0.25%	76
2024 Q3	$1.11M	Buy	2,829 +24	+0.9%	+$8.29K	0.29%	68
2024 Q2	$934K	Buy	2,805 +69	+3%	+$23.9K	0.25%	77
2024 Q1	$1M	Buy	2,736 +135	+5%	+$43.1K	0.28%	71
2023 Q4	$769K	Buy	2,601 +99	+4%	+$25.7K	0.25%	82
2023 Q3	$683K	Buy	2,502 +111	+5%	+$30.1K	0.25%	87
2023 Q2	$588K	Buy	2,391 +182	+8%	+$40.6K	0.22%	95
2023 Q1	$505K	Buy	2,209 +225	+11%	+$54.4K	0.21%	115
2022 Q4	$475K	Buy	1,984 +268	+16%	+$58.3K	0.24%	101
2022 Q3	$281K	Buy	1,716 +406	+31%	+$74.2K	0.27%	113
2022 Q2	$234K	Buy	1,310 +83	+7%	+$17.5K	0.21%	132
2022 Q1	$273K	Buy	1,227 +255	+26%	+$53.5K	0.23%	115
2021 Q4	$201K	Buy	+972	New	+$196K	0.18%	145

Other funds holding CAT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Gates Foundation Trust

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