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Financial Advisors’s Caterpillar CAT Stock Holding History

Financial 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 		$520K Hold
1,090
– – 0.09% 50
2025
Q2 		$423K Hold
1,090
– – 0.08% 54
2025
Q1 		$359K Hold
1,090
– – 0.07% 54
2024
Q4 		$395K Hold
1,090
– – 0.08% 51
2024
Q3 		$426K Sell
1,090
-40
-4% -$13.8K 0.08% 50
2024
Q2 		$376K Hold
1,130
– – 0.08% 50
2024
Q1 		$414K Hold
1,130
– – 0.09% 49
2023
Q4 		$334K Hold
1,130
– – 0.07% 52
2023
Q3 		$308K Hold
1,130
– – 0.08% 55
2023
Q2 		$278K Buy
+1,130
New +$252K 0.07% 61

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

Financial Advisors's CAT Position: Q3 2025 in Review

Financial Advisors held its Caterpillar (CAT) position steady in Q3 2025 at 1,090 shares worth $520K. The position accounts for 0.09% of the portfolio, ranked #50.

Financial Advisors first reported a position in CAT in Q2 2023 and has held it in 10 quarters since. 3,144 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Financial Advisors held 1,090 shares of Caterpillar worth $520K as of Q3 2025.
  • Financial Advisors left its Caterpillar share count unchanged in Q3 2025.
  • Caterpillar made up 0.09% of Financial Advisors's portfolio in Q3 2025, its #50 holding.
  • Financial Advisors first reported a position in Caterpillar in Q2 2023 and has held it in 10 quarters since.
  • 3,144 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.