Elite Financial’s Caterpillar CAT Stock Holding History

Elite 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	–	Sell	-225	Closed	-$74K	–	59
2025 Q1	$74K	Buy	+225	New	+$80.1K	0.04%	72

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Elite Financial's CAT Position: Q2 2025 in Review

Elite Financial sold out of Caterpillar (CAT) in Q2 2025, closing a stake of 225 shares — an estimated $74K sold.

Elite Financial first reported a position in CAT in Q1 2025 and held it in 1 quarter. The position peaked at $74K in Q1 2025. 3,015 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

Elite Financial reported no remaining Caterpillar position as of Q2 2025 after selling out during the quarter.
Elite Financial sold 225 Caterpillar shares in Q2 2025, an estimated $74K.
Elite Financial first reported a position in Caterpillar in Q1 2025 and held it in 1 quarter.
Elite Financial's Caterpillar position peaked at $74K in Q1 2025.
3,015 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Elite Financial's 13F filing for Q2 2025, filed 11 Aug 2025.