FWM
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Forefront Wealth Management’s Caterpillar CAT Stock Holding History

Forefront Wealth Management’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
Q4 		$3.87M Sell
6,751
-100
-1% -$55.6K 2.77% 11
2025
Q3 		$3.27M Sell
6,851
-179
-3% -$76.4K 2.4% 11
2025
Q2 		$2.73M Buy
7,030
+19
+0.3% +$6.33K 2.19% 15
2025
Q1 		$2.31M Buy
7,011
+31
+0.4% +$11K 2.14% 20
2024
Q4 		$2.53M Buy
+6,980
New +$2.71M 2.33% 15

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Forefront Wealth Management's CAT Position: Q4 2025 in Review

Forefront Wealth Management reduced its Caterpillar (CAT) stake by 1.5% in Q4 2025, selling an estimated $55.6K and leaving 6,751 shares worth $3.87M. The position accounts for 2.77% of the portfolio, ranked #11.

Forefront Wealth Management first reported a position in CAT in Q4 2024 and has held it in 5 quarters since. 3,522 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Forefront Wealth Management held 6,751 shares of Caterpillar worth $3.87M as of Q4 2025.
  • Forefront Wealth Management sold 100 Caterpillar shares in Q4 2025, an estimated $55.6K.
  • Caterpillar made up 2.77% of Forefront Wealth Management's portfolio in Q4 2025, its #11 holding.
  • Forefront Wealth Management first reported a position in Caterpillar in Q4 2024 and has held it in 5 quarters since.
  • 3,522 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.