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Marcum Wealth’s Caterpillar CAT Stock Holding History

Marcum Wealth’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
Q1 		$789K Sell
2,392
-192
-7% -$68.4K 0.07% 135
2024
Q4 		$937K Sell
2,584
-65
-2% -$25.2K 0.08% 119
2024
Q3 		$1.04M Buy
2,649
+87
+3% +$30K 0.1% 105
2024
Q2 		$853K Sell
2,562
-98
-4% -$34K 0.09% 119
2024
Q1 		$975K Sell
2,660
-554
-17% -$177K 0.1% 103
2023
Q4 		$950K Buy
3,214
+832
+35% +$216K 0.1% 100
2023
Q3 		$650K Buy
2,382
+144
+6% +$39.1K 0.08% 135
2023
Q2 		$551K Sell
2,238
-68
-3% -$15.2K 0.06% 161
2023
Q1 		$528K Buy
2,306
+64
+3% +$15.5K 0.07% 166
2022
Q4 		$537K Sell
2,242
-16
-0.7% -$3.48K 0.07% 158
2022
Q3 		$371K Buy
2,258
+86
+4% +$15.7K 0.06% 202
2022
Q2 		$388K Buy
2,172
+29
+1% +$6.11K 0.06% 194
2022
Q1 		$478K Sell
2,143
-243
-10% -$51K 0.07% 167
2021
Q4 		$493K Sell
2,386
-524
-18% -$106K 0.07% 170
2021
Q3 		$559K Buy
2,910
+1,345
+86% +$280K 0.09% 140
2021
Q2 		$341K Sell
1,565
-995
-39% -$230K 0.06% 202
2021
Q1 		$594K Buy
2,560
+1,174
+85% +$243K 0.1% 133
2020
Q4 		$252K Buy
1,386
+19
+1% +$3.22K 0.06% 113
2020
Q3 		$204K Buy
+1,367
New +$192K 0.06% 109

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marcum Wealth's CAT Position: Q1 2025 in Review

Marcum Wealth reduced its Caterpillar (CAT) stake by 7.4% in Q1 2025, selling an estimated $68.4K and leaving 2,392 shares worth $789K. The position accounts for 0.07% of the portfolio, ranked #135.

Marcum Wealth first reported a position in CAT in Q3 2020 and has held it in 19 quarters since. The position peaked at $1.04M in Q3 2024. 2,897 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

  • Marcum Wealth held 2,392 shares of Caterpillar worth $789K as of Q1 2025.
  • Marcum Wealth sold 192 Caterpillar shares in Q1 2025, an estimated $68.4K.
  • Caterpillar made up 0.07% of Marcum Wealth's portfolio in Q1 2025, its #135 holding.
  • Marcum Wealth first reported a position in Caterpillar in Q3 2020 and has held it in 19 quarters since.
  • Marcum Wealth's Caterpillar position peaked at $1.04M in Q3 2024.
  • 2,897 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.