MA
CAT icon

Maxele Advisors’s Caterpillar CAT Stock Holding History

Maxele Advisors’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
Q4 		$636K Sell
1,111
-9
-0.8% -$5K 0.52% 49
2025
Q3 		$535K Sell
1,120
-14
-1% -$5.98K 0.46% 52
2025
Q2 		$440K Hold
1,134
– – 0.38% 60
2025
Q1 		$374K Buy
1,134
+50
+5% +$17.8K 0.36% 62
2024
Q4 		$393K Buy
+1,084
New +$420K 0.38% 60
2022
Q3 		– Sell
-1,122
Closed -$201K – 80
2022
Q2 		$201K Sell
1,122
-63
-5% -$13.3K 0.31% 80
2022
Q1 		$264K Sell
1,185
-25
-2% -$5.24K 0.33% 74
2021
Q4 		$250K Buy
+1,210
New +$244K 0.29% 78

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return