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GPS Wealth Strategies Group’s Caterpillar CAT Stock Holding History

GPS Wealth Strategies 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
2025
Q4 		$598K Sell
1,043
-3,356
-76% -$1.87M 0.51% 45
2025
Q3 		$2.1M Sell
4,399
-13
-0.3% -$5.55K 0.22% 68
2025
Q2 		$1.71M Buy
4,412
+101
+2% +$33.7K 0.2% 77
2025
Q1 		$1.42M Sell
4,311
-420
-9% -$150K 0.19% 83
2024
Q4 		$1.72M Sell
4,731
-504
-10% -$195K 0.22% 73
2024
Q3 		$2.05M Sell
5,235
-72
-1% -$24.9K 0.27% 71
2024
Q2 		$1.77M Buy
5,307
+190
+4% +$65.9K 0.27% 68
2024
Q1 		$1.88M Buy
5,117
+195
+4% +$62.3K 0.3% 64
2023
Q4 		$1.46M Buy
4,922
+100
+2% +$25.9K 0.27% 73
2023
Q3 		$1.32M Buy
4,822
+323
+7% +$87.6K 0.25% 75
2023
Q2 		$1.11M Buy
4,499
+407
+10% +$90.7K 0.21% 85
2023
Q1 		$936K Buy
+4,092
New +$989K 0.19% 99
2022
Q4 		– Sell
-3,670
Closed -$602K – 256
2022
Q3 		$602K Buy
3,670
+182
+5% +$33.2K 0.15% 106
2022
Q2 		$624K Sell
3,488
-246
-7% -$51.8K 0.16% 109
2022
Q1 		$832K Sell
3,734
-220
-6% -$46.1K 0.19% 72
2021
Q4 		$817K Buy
3,954
+262
+7% +$52.8K 0.18% 80
2021
Q3 		$709K Buy
3,692
+109
+3% +$22.7K 0.18% 87
2021
Q2 		$780K Buy
3,583
+264
+8% +$61K 0.2% 77
2021
Q1 		$769K Buy
3,319
+277
+9% +$57.3K 0.23% 70
2020
Q4 		$554K Sell
3,042
-371
-11% -$62.9K 0.19% 76
2020
Q3 		$509K Buy
+3,413
New +$479K 0.21% 78

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

GPS Wealth Strategies Group's CAT Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Caterpillar (CAT) stake by 76% in Q4 2025, selling an estimated $1.87M and leaving 1,043 shares worth $598K. The position accounts for 0.51% of the portfolio, ranked #45.

GPS Wealth Strategies Group first reported a position in CAT in Q3 2020 and has held it in 21 quarters since. The position peaked at $2.1M in Q3 2025. 3,524 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • GPS Wealth Strategies Group held 1,043 shares of Caterpillar worth $598K as of Q4 2025.
  • GPS Wealth Strategies Group sold 3,356 Caterpillar shares in Q4 2025, an estimated $1.87M.
  • Caterpillar made up 0.51% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #45 holding.
  • GPS Wealth Strategies Group first reported a position in Caterpillar in Q3 2020 and has held it in 21 quarters since.
  • GPS Wealth Strategies Group's Caterpillar position peaked at $2.1M in Q3 2025.
  • 3,524 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.