Goldstone Financial Group’s Caterpillar CAT Stock Holding History

Goldstone Financial Group’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	$2.86M	Sell	4,043 -337	-8%	-$233K	0.31%	61
2025 Q4	$2.51M	Sell	4,380 -107	-2%	-$59.5K	0.28%	66
2025 Q3	$2.14M	Buy	4,487 +1,057	+31%	+$451K	0.25%	66
2025 Q2	$1.36M	Buy	3,430 +857	+33%	+$286K	0.18%	77
2025 Q1	$848K	Buy	2,573 +531	+26%	+$189K	0.13%	101
2024 Q4	$741K	Buy	2,042 +460	+29%	+$178K	0.12%	103
2024 Q3	$619K	Buy	1,582 +347	+28%	+$120K	0.11%	102
2024 Q2	$411K	Sell	1,235 -109	-8%	-$37.8K	0.08%	120
2024 Q1	$492K	Buy	1,344 +30	+2%	+$9.59K	0.11%	103
2023 Q4	$388K	Buy	1,314 +347	+36%	+$90K	0.1%	107
2023 Q3	$264K	Sell	967 -83	-8%	-$22.5K	0.08%	124
2023 Q2	$258K	Buy	1,050 +101	+11%	+$22.5K	0.08%	142
2023 Q1	$217K	Buy	+949	New	+$229K	0.07%	140

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