EWA
CAT icon

Elevate Wealth Advisory’s Caterpillar CAT Stock Holding History

Elevate Wealth Advisory’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 		– Sell
-2,737
Closed -$1.06M – 124
2025
Q2 		$1.06M Sell
2,737
-125
-4% -$41.7K 0.76% 27
2025
Q1 		$944K Sell
2,862
-1,051
-27% -$374K 0.67% 31
2024
Q4 		$1.42M Sell
3,913
-36
-0.9% -$14K 1.06% 24
2024
Q3 		$1.54M Sell
3,949
-1
-0% -$345 1.15% 21
2024
Q2 		$1.32M Buy
3,950
+1
+0% +$347 1.07% 22
2024
Q1 		$1.45M Sell
3,949
-185
-4% -$59.1K 1.26% 20
2023
Q4 		$1.22M Buy
+4,134
New +$1.07M 1.12% 23

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Elevate Wealth Advisory's CAT Position: Q3 2025 in Review

Elevate Wealth Advisory sold out of Caterpillar (CAT) in Q3 2025, closing a stake of 2,737 shares — an estimated $1.06M sold.

Elevate Wealth Advisory first reported a position in CAT in Q4 2023 and held it in 7 quarters. The position peaked at $1.54M in Q3 2024. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Elevate Wealth Advisory reported no remaining Caterpillar position as of Q3 2025 after selling out during the quarter.
  • Elevate Wealth Advisory sold 2,737 Caterpillar shares in Q3 2025, an estimated $1.06M.
  • Elevate Wealth Advisory first reported a position in Caterpillar in Q4 2023 and held it in 7 quarters.
  • Elevate Wealth Advisory's Caterpillar position peaked at $1.54M in Q3 2024.
  • 3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Elevate Wealth Advisory's 13F filing for Q3 2025, filed 24 Oct 2025.