Lowe Wealth Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $36.3K | Hold |
76
| – | – | 0.01% | 163 |
|
|
2025
Q2 | $29.5K | Hold |
76
| – | – | 0.01% | 177 |
|
|
2025
Q1 | $25.1K | Sell |
76
-16
| -17% | -$5.7K | 0.01% | 178 |
|
|
2024
Q4 | $33.4K | Buy |
92
+16
| +21% | +$6.21K | 0.01% | 153 |
|
|
2024
Q3 | $29.7K | Hold |
76
| – | – | 0.01% | 153 |
|
|
2024
Q2 | $25.3K | Hold |
76
| – | – | 0.01% | 157 |
|
|
2024
Q1 | $27.8K | Hold |
76
| – | – | 0.01% | 144 |
|
|
2023
Q4 | $22.5K | Hold |
76
| – | – | 0.01% | 153 |
|
|
2023
Q3 | $20.7K | Hold |
76
| – | – | 0.01% | 150 |
|
|
2023
Q2 | $18.7K | Hold |
76
| – | – | 0.01% | 163 |
|
|
2023
Q1 | $17.4K | Hold |
76
| – | – | 0.01% | 162 |
|
|
2022
Q4 | $18.2K | Hold |
76
| – | – | 0.01% | 160 |
|
|
2022
Q3 | $12K | Hold |
76
| – | – | 0.01% | 184 |
|
|
2022
Q2 | $14K | Hold |
76
| – | – | 0.01% | 160 |
|
|
2022
Q1 | $17K | Hold |
76
| – | – | 0.01% | 159 |
|
|
2021
Q4 | $16K | Hold |
76
| – | – | 0.01% | 163 |
|
|
2021
Q3 | $15K | Hold |
76
| – | – | 0.01% | 158 |
|
|
2021
Q2 | $17K | Hold |
76
| – | – | 0.01% | 146 |
|
|
2021
Q1 | $18K | Buy |
76
+22
| +41% | +$4.55K | 0.01% | 138 |
|
|
2020
Q4 | $10K | Hold |
54
| – | – | 0.01% | 171 |
|
|
2020
Q3 | $8K | Hold |
54
| – | – | ﹤0.01% | 172 |
|
|
2020
Q2 | $7K | Hold |
54
| – | – | ﹤0.01% | 174 |
|
|
2020
Q1 | $6K | Hold |
54
| – | – | ﹤0.01% | 177 |
|
|
2019
Q4 | $8K | Hold |
54
| – | – | ﹤0.01% | 178 |
|
|
2019
Q3 | $7K | Hold |
54
| – | – | ﹤0.01% | 173 |
|
|
2019
Q2 | $7K | Hold |
54
| – | – | ﹤0.01% | 187 |
|
|
2019
Q1 | $7K | Hold |
54
| – | – | ﹤0.01% | 162 |
|
|
2018
Q4 | $7K | Hold |
54
| – | – | ﹤0.01% | 156 |
|
|
2018
Q3 | $8K | Hold |
54
| – | – | ﹤0.01% | 158 |
|
|
2018
Q2 | $7K | Hold |
54
| – | – | ﹤0.01% | 158 |
|
|
2018
Q1 | $8K | Hold |
54
| – | – | 0.01% | 160 |
|
|
2017
Q4 | $9K | Hold |
54
| – | – | 0.01% | 162 |
|
|
2017
Q3 | $7K | Hold |
54
| – | – | ﹤0.01% | 164 |
|
|
2017
Q2 | $6K | Hold |
54
| – | – | ﹤0.01% | 149 |
|
|
2017
Q1 | $5K | Sell |
54
-50
| -48% | -$4.73K | ﹤0.01% | 151 |
|
|
2016
Q4 | $10K | Buy |
104
+50
| +93% | +$4.53K | 0.01% | 131 |
|
|
2016
Q3 | $5K | Hold |
54
| – | – | ﹤0.01% | 155 |
|
|
2016
Q2 | $4K | Hold |
54
| – | – | ﹤0.01% | 157 |
|
|
2016
Q1 | $4K | Hold |
54
| – | – | ﹤0.01% | 155 |
|
|
2015
Q4 | $4K | Hold |
54
| – | – | ﹤0.01% | 165 |
|
|
2015
Q3 | $4K | Buy |
+54
| New | +$4.13K | ﹤0.01% | 165 |
|
Other funds holding CAT
Lowe Wealth Advisors's CAT Position: Q3 2025 in Review
Lowe Wealth Advisors held its Caterpillar (CAT) position steady in Q3 2025 at 76 shares worth $36.3K. The position accounts for 0.01% of the portfolio, ranked #163.
Lowe Wealth Advisors first reported a position in CAT in Q3 2015 and has held it in 41 quarters since. 3,148 funds tracked by Wall St. Rank hold CAT as of Q3 2025.
- Lowe Wealth Advisors held 76 shares of Caterpillar worth $36.3K as of Q3 2025.
- Lowe Wealth Advisors left its Caterpillar share count unchanged in Q3 2025.
- Caterpillar made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #163 holding.
- Lowe Wealth Advisors first reported a position in Caterpillar in Q3 2015 and has held it in 41 quarters since.
- 3,148 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.
Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.