Financial & Tax Architects’s Caterpillar CAT Stock Holding History

Financial & Tax Architects’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
2026 Q1	$7.66M	Sell	10,812 -2,626	-20%	-$1.82M	1.71%	15
2025 Q4	$7.7M	Sell	13,438 -4,833	-26%	-$2.69M	1.73%	15
2025 Q3	$8.72M	Sell	18,271 -1,271	-7%	-$543K	1.92%	14
2025 Q2	$7.59M	Buy	19,542 +18,077	+1,234%	+$6.03M	1.84%	15
2025 Q1	$483K	Sell	1,465 -16,458	-92%	-$5.86M	0.12%	86
2024 Q4	$6.5M	Buy	17,923 +109	+0.6%	+$42.3K	1.66%	20
2024 Q3	$6.97M	Sell	17,814 -260	-1%	-$89.8K	1.79%	16
2024 Q2	$6.02M	Buy	18,074 +229	+1%	+$79.4K	1.61%	20
2024 Q1	$6.54M	Sell	17,845 -2,735	-13%	-$874K	1.8%	14
2023 Q4	$6.08M	Sell	20,580 -246	-1%	-$63.8K	1.8%	15
2023 Q3	$5.69M	Sell	20,826 -1,039	-5%	-$282K	1.77%	16
2023 Q2	$5.38M	Buy	21,865 +1,314	+6%	+$293K	1.66%	19
2023 Q1	$4.7M	Buy	20,551 +786	+4%	+$190K	1.55%	33
2022 Q4	$4.94M	Sell	19,765 -4,751	-19%	-$1.03M	1.68%	22
2022 Q3	$4.02M	Buy	24,516 +2,648	+12%	+$484K	1.51%	31
2022 Q2	$3.91M	Buy	21,868 +2,063	+10%	+$435K	1.48%	31
2022 Q1	$4.41M	Buy	19,805 +2,116	+12%	+$444K	1.67%	19
2021 Q4	$3.66M	Buy	17,689 +1,631	+10%	+$328K	1.49%	30
2021 Q3	$3.08M	Buy	16,058 +1,612	+11%	+$336K	1.4%	33
2021 Q2	$3.14M	Buy	14,446 +750	+5%	+$173K	1.54%	30
2021 Q1	$3.18M	Buy	+13,696	New	+$2.84M	1.78%	10

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Gates Foundation Trust

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