FSA Wealth Management’s Caterpillar CAT Stock Holding History

FSA 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 Q3	$119K	Sell	250 -100	-29%	-$42.7K	0.04%	80
2025 Q2	$136K	Hold	350	–	–	0.05%	74
2025 Q1	$116K	Hold	350	–	–	0.05%	75
2024 Q4	$127K	Sell	350 -139	-28%	-$53.9K	0.05%	72
2024 Q3	$191K	Buy	+489	New	+$169K	0.08%	60
2024 Q1	$128K	Hold	349	–	–	0.06%	75
2023 Q4	$103K	Buy	+349	New	+$90.5K	0.05%	80
2021 Q1	–	Sell	-267	Closed	-$49K	–	82
2020 Q4	$49K	Buy	+267	New	+$45.3K	0.02%	128
2020 Q3	–	Sell	-267	Closed	-$34K	–	109
2020 Q2	$34K	Hold	267	–	–	0.02%	148
2020 Q1	$31K	Hold	267	–	–	0.03%	136
2019 Q4	$39K	Buy	+267	New	+$37.3K	0.03%	153

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

FSA Wealth Management's CAT Position: Q3 2025 in Review

FSA Wealth Management reduced its Caterpillar (CAT) stake by 29% in Q3 2025, selling an estimated $42.7K and leaving 250 shares worth $119K. The position accounts for 0.04% of the portfolio, ranked #80.

FSA Wealth Management first reported a position in CAT in Q4 2019 and has held it in 11 quarters since. The position peaked at $191K in Q3 2024. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

FSA Wealth Management held 250 shares of Caterpillar worth $119K as of Q3 2025.
FSA Wealth Management sold 100 Caterpillar shares in Q3 2025, an estimated $42.7K.
Caterpillar made up 0.04% of FSA Wealth Management's portfolio in Q3 2025, its #80 holding.
FSA Wealth Management first reported a position in Caterpillar in Q4 2019 and has held it in 11 quarters since.
FSA Wealth Management's Caterpillar position peaked at $191K in Q3 2024.
3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.