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Financial Partners Group (Tennessee)’s Caterpillar CAT Stock Holding History

Financial Partners Group (Tennessee)’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 		$8.92M Sell
22,978
-110
-0.5% -$36.7K 3.23% 11
2025
Q1 		$7.61M Sell
23,088
-1,048
-4% -$373K 3.3% 11
2024
Q4 		$8.76M Sell
24,136
-2,319
-9% -$899K 3.64% 10
2024
Q3 		$10.3M Buy
26,455
+126
+0.5% +$43.5K 3.88% 8
2024
Q2 		$8.77M Sell
26,329
-425
-2% -$147K 3.4% 10
2024
Q1 		$9.8M Sell
26,754
-530
-2% -$169K 3.79% 6
2023
Q4 		$8.07M Buy
27,284
+2,285
+9% +$593K 3.65% 9
2023
Q3 		$6.82M Sell
24,999
-2,032
-8% -$551K 3.27% 10
2023
Q2 		$6.65M Buy
27,031
+800
+3% +$178K 3.35% 11
2023
Q1 		$6M Sell
26,231
-65
-0.2% -$15.7K 3.14% 11
2022
Q4 		$6.3M Buy
+26,296
New +$5.72M 3.72% 8

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 Partners Group (Tennessee)'s CAT Position: Q2 2025 in Review

Financial Partners Group (Tennessee) reduced its Caterpillar (CAT) stake by 0.48% in Q2 2025, selling an estimated $36.7K and leaving 22,978 shares worth $8.92M. The position accounts for 3.23% of the portfolio, ranked #11.

Financial Partners Group (Tennessee) first reported a position in CAT in Q4 2022 and has held it in 11 quarters since. The position peaked at $10.3M in Q3 2024. 3,016 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

  • Financial Partners Group (Tennessee) held 22,978 shares of Caterpillar worth $8.92M as of Q2 2025.
  • Financial Partners Group (Tennessee) sold 110 Caterpillar shares in Q2 2025, an estimated $36.7K.
  • Caterpillar made up 3.23% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #11 holding.
  • Financial Partners Group (Tennessee) first reported a position in Caterpillar in Q4 2022 and has held it in 11 quarters since.
  • Financial Partners Group (Tennessee)'s Caterpillar position peaked at $10.3M in Q3 2024.
  • 3,016 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.