Graybill Wealth Management’s Caterpillar CAT Stock Holding History

Graybill 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 Q2	–	Sell	-36	Closed	-$11.7K	–	91
2025 Q1	$11.7K	Buy	+36	New	+$12.8K	﹤0.01%	138

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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Graybill Wealth Management's CAT Position: Q2 2025 in Review

Graybill Wealth Management sold out of Caterpillar (CAT) in Q2 2025, closing a stake of 36 shares — an estimated $11.7K sold.

Graybill Wealth Management first reported a position in CAT in Q1 2025 and held it in 1 quarter. The position peaked at $11.7K in Q1 2025. 3,015 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

Graybill Wealth Management reported no remaining Caterpillar position as of Q2 2025 after selling out during the quarter.
Graybill Wealth Management sold 36 Caterpillar shares in Q2 2025, an estimated $11.7K.
Graybill Wealth Management first reported a position in Caterpillar in Q1 2025 and held it in 1 quarter.
Graybill Wealth Management's Caterpillar position peaked at $11.7K in Q1 2025.
3,015 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Graybill Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.