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Kathleen S. Wright Associates’s Caterpillar CAT Stock Holding History

Kathleen S. Wright Associates’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 		$25.8K Hold
54
– – 0.01% 180
2025
Q2 		$21K Hold
54
– – 0.01% 191
2025
Q1 		$17.8K Hold
54
– – 0.01% 196
2024
Q4 		$19.6K Hold
54
– – 0.01% 193
2024
Q3 		$21.1K Hold
54
– – 0.01% 203
2024
Q2 		$18K Hold
54
– – 0.01% 174
2024
Q1 		$19.8K Hold
54
– – 0.01% 163
2023
Q4 		$16K Buy
+54
New +$14K 0.01% 152

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

Kathleen S. Wright Associates's CAT Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Caterpillar (CAT) position steady in Q3 2025 at 54 shares worth $25.8K. The position accounts for 0.01% of the portfolio, ranked #180.

Kathleen S. Wright Associates first reported a position in CAT in Q4 2023 and has held it in 8 quarters since. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Kathleen S. Wright Associates held 54 shares of Caterpillar worth $25.8K as of Q3 2025.
  • Kathleen S. Wright Associates left its Caterpillar share count unchanged in Q3 2025.
  • Caterpillar made up 0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #180 holding.
  • Kathleen S. Wright Associates first reported a position in Caterpillar in Q4 2023 and has held it in 8 quarters since.
  • 3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.