GWM
CAT icon

Gibbs Wealth Management’s Caterpillar CAT Stock Holding History

Gibbs 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
2026
Q1 		$2M Buy
2,827
+1,607
+132% +$1.11M 0.26% 71
2025
Q4 		$754K Sell
1,220
-398
-25% -$221K 0.18% 132
2025
Q3 		$772K Sell
1,618
-1,044
-39% -$446K 0.17% 143
2025
Q2 		$1.03M Buy
2,662
+585
+28% +$195K 0.2% 117
2025
Q1 		$685K Buy
2,077
+48
+2% +$17.1K 0.17% 144
2024
Q4 		$736K Buy
2,029
+739
+57% +$287K 0.2% 110
2024
Q3 		$505K Buy
1,290
+71
+6% +$24.5K 0.16% 145
2024
Q2 		$406K Buy
1,219
+86
+8% +$29.8K 0.16% 149
2024
Q1 		$415K Buy
+1,133
New +$362K 0.24% 105

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VCM
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State Farm Mutual Automobile Insurance
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VPM
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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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return