FGC
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Financial Gravity Companies’s Caterpillar CAT Stock Holding History

Financial Gravity Companies’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 		$776 Buy
+2
New +$667 ﹤0.01% 821
2024
Q4 		$14.1K Hold
39
– – ﹤0.01% 501
2024
Q3 		$15.3K Buy
+39
New +$13.5K ﹤0.01% 303
2018
Q4 		$193K Buy
+1,474
New +$192K 0.18% 134
2018
Q1 		$459K Buy
3,192
+1,558
+95% +$246K 0.47% 36
2017
Q4 		$266K Buy
+1,634
New +$227K 0.31% 60

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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Financial Gravity Companies's CAT Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Caterpillar (CAT) in Q2 2025: 2 shares worth $776. The stake represents ﹤0.01% of the portfolio and ranks #821 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CAT as recently as Q4 2024.

Financial Gravity Companies first reported a position in CAT in Q4 2017 and has held it in 6 quarters since. The position peaked at $459K in Q1 2018. 3,014 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

  • Financial Gravity Companies held 2 shares of Caterpillar worth $776 as of Q2 2025.
  • Caterpillar was a new Financial Gravity Companies position in Q2 2025.
  • Caterpillar made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #821 holding.
  • Financial Gravity Companies first reported a position in Caterpillar in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's Caterpillar position peaked at $459K in Q1 2018.
  • 3,014 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.