GA
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Guerra Advisors’s Caterpillar CAT Stock Holding History

Guerra 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 		$67.8K Buy
+142
New +$60.6K 0.03% 141

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

Guerra Advisors's CAT Position: Q3 2025 in Review

Guerra Advisors opened a new position in Caterpillar (CAT) in Q3 2025: 142 shares worth $67.8K. The stake represents 0.03% of the portfolio and ranks #141 among its holdings.

3,144 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Guerra Advisors held 142 shares of Caterpillar worth $67.8K as of Q3 2025.
  • Caterpillar was a new Guerra Advisors position in Q3 2025.
  • Caterpillar made up 0.03% of Guerra Advisors's portfolio in Q3 2025, its #141 holding.
  • 3,144 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.