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Gibson Wealth Advisors’s Caterpillar CAT Stock Holding History

Gibson Wealth Advisors’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 		– Sell
-670
Closed -$260K – 35
2025
Q2 		$260K Buy
+670
New +$223K 0.19% 35
2024
Q4 		– Sell
-545
Closed -$213K – 35
2024
Q3 		$213K Buy
+545
New +$188K 0.17% 33
2022
Q4 		$34.3M Buy
157,500
+155,000
+6,200% +$33.7M 0.66% 21
2022
Q3 		$410K Buy
+2,500
New +$457K 0.47% 21

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Gibson Wealth Advisors's CAT Position: Q3 2025 in Review

Gibson Wealth Advisors sold out of Caterpillar (CAT) in Q3 2025, closing a stake of 670 shares — an estimated $260K sold.

Gibson Wealth Advisors first reported a position in CAT in Q3 2022 and held it in 4 quarters. The position peaked at $34.3M in Q4 2022. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Gibson Wealth Advisors reported no remaining Caterpillar position as of Q3 2025 after selling out during the quarter.
  • Gibson Wealth Advisors sold 670 Caterpillar shares in Q3 2025, an estimated $260K.
  • Gibson Wealth Advisors first reported a position in Caterpillar in Q3 2022 and held it in 4 quarters.
  • Gibson Wealth Advisors's Caterpillar position peaked at $34.3M in Q4 2022.
  • 3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Gibson Wealth Advisors's 13F filing for Q3 2025, filed 10 Oct 2025.