MFG Wealth Management’s Caterpillar CAT Stock Holding History

MFG 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	–	Sell	-6,589	Closed	-$2.17M	–	54
2025 Q1	$2.17M	Buy	6,589 +226	+4%	+$80.5K	2.08%	20
2024 Q4	$2.31M	Buy	+6,363	New	+$2.47M	2.11%	20

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

MFG Wealth Management's CAT Position: Q2 2025 in Review

MFG Wealth Management sold out of Caterpillar (CAT) in Q2 2025, closing a stake of 6,589 shares — an estimated $2.17M sold.

MFG Wealth Management first reported a position in CAT in Q4 2024 and held it in 2 quarters. The position peaked at $2.31M in Q4 2024. 3,014 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

MFG Wealth Management reported no remaining Caterpillar position as of Q2 2025 after selling out during the quarter.
MFG Wealth Management sold 6,589 Caterpillar shares in Q2 2025, an estimated $2.17M.
MFG Wealth Management first reported a position in Caterpillar in Q4 2024 and held it in 2 quarters.
MFG Wealth Management's Caterpillar position peaked at $2.31M in Q4 2024.
3,014 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on MFG Wealth Management's 13F filing for Q2 2025, filed 9 Jul 2025.