HWM
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Hemington Wealth Management’s Caterpillar CAT Stock Holding History

Hemington 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
Q3 		$278K Buy
583
+34
+6% +$14.5K 0.04% 113
2025
Q2 		$213K Sell
549
-3
-0.5% -$1K 0.03% 125
2025
Q1 		$182K Buy
552
+40
+8% +$14.2K 0.03% 134
2024
Q4 		$185K Buy
512
+39
+8% +$15.1K 0.05% 127
2024
Q3 		$177K Buy
+473
New +$163K 0.05% 127

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

Hemington Wealth Management's CAT Position: Q3 2025 in Review

Hemington Wealth Management increased its Caterpillar (CAT) stake by 6.2% in Q3 2025, buying an estimated $14.5K and bringing the position to 583 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #113.

Hemington Wealth Management first reported a position in CAT in Q3 2024 and has held it in 5 quarters since. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Hemington Wealth Management held 583 shares of Caterpillar worth $278K as of Q3 2025.
  • Hemington Wealth Management bought 34 Caterpillar shares in Q3 2025, an estimated $14.5K.
  • Caterpillar made up 0.04% of Hemington Wealth Management's portfolio in Q3 2025, its #113 holding.
  • Hemington Wealth Management first reported a position in Caterpillar in Q3 2024 and has held it in 5 quarters since.
  • 3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.