Ergawealth Advisors’s Caterpillar CAT Stock Holding History

Ergawealth Advisors’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	-1,171	Closed	-$455K	–	63
2025 Q2	$455K	Buy	+1,171	New	+$390K	0.2%	47

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

Ergawealth Advisors's CAT Position: Q3 2025 in Review

Ergawealth Advisors sold out of Caterpillar (CAT) in Q3 2025, closing a stake of 1,171 shares — an estimated $455K sold.

Ergawealth Advisors first reported a position in CAT in Q2 2025 and held it in 1 quarter. The position peaked at $455K in Q2 2025. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

Ergawealth Advisors reported no remaining Caterpillar position as of Q3 2025 after selling out during the quarter.
Ergawealth Advisors sold 1,171 Caterpillar shares in Q3 2025, an estimated $455K.
Ergawealth Advisors first reported a position in Caterpillar in Q2 2025 and held it in 1 quarter.
Ergawealth Advisors's Caterpillar position peaked at $455K in Q2 2025.
3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Ergawealth Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.