Iron Horse Wealth Management’s Caterpillar CAT Stock Holding History

Iron Horse 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	$95.9K	Buy	247 +101	+69%	+$33.7K	0.03%	90
2025 Q1	$48.2K	Hold	146	–	–	0.02%	129
2024 Q4	$53K	Buy	146 +10	+7%	+$3.88K	0.02%	111
2024 Q3	$53.2K	Buy	136 +5	+4%	+$1.73K	0.02%	106
2024 Q2	$43.6K	Buy	131 +5	+4%	+$1.73K	0.02%	108
2024 Q1	$46.2K	Buy	126 +10	+9%	+$3.2K	0.02%	93
2023 Q4	$34.3K	Hold	116	–	–	0.02%	94
2023 Q3	$31.7K	Hold	116	–	–	0.02%	90
2023 Q2	$28.5K	Hold	116	–	–	0.01%	92
2023 Q1	$26.5K	Hold	116	–	–	0.01%	92
2022 Q4	$28K	Buy	116 +86	+287%	+$18.7K	0.02%	90
2022 Q3	$5K	Sell	30 -86	-74%	-$15.7K	0.01%	102
2022 Q2	$21K	Hold	116	–	–	0.01%	101
2022 Q1	$26K	Sell	116 -10	-8%	-$2.1K	0.01%	97
2021 Q4	$26K	Hold	126	–	–	0.01%	90
2021 Q3	$24K	Sell	126 -100	-44%	-$20.8K	0.01%	84
2021 Q2	$49K	Sell	226 -50	-18%	-$11.5K	0.03%	65
2021 Q1	$64K	Hold	276	–	–	0.05%	59
2020 Q4	$50K	Buy	+276	New	+$46.8K	0.04%	61

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

Iron Horse Wealth Management's CAT Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Caterpillar (CAT) stake by 69% in Q2 2025, buying an estimated $33.7K and bringing the position to 247 shares worth $95.9K. The position accounts for 0.03% of the portfolio, ranked #90.

Iron Horse Wealth Management first reported a position in CAT in Q4 2020 and has held it in 19 quarters since. 3,014 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

Iron Horse Wealth Management held 247 shares of Caterpillar worth $95.9K as of Q2 2025.
Iron Horse Wealth Management bought 101 Caterpillar shares in Q2 2025, an estimated $33.7K.
Caterpillar made up 0.03% of Iron Horse Wealth Management's portfolio in Q2 2025, its #90 holding.
Iron Horse Wealth Management first reported a position in Caterpillar in Q4 2020 and has held it in 19 quarters since.
3,014 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.