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Mid-American Wealth Advisory Group’s Caterpillar CAT Stock Holding History

Mid-American Wealth Advisory Group’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 		– Sell
-72
Closed -$28K – 85
2025
Q2 		$28K Buy
+72
New +$24K 0.01% 104

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

Mid-American Wealth Advisory Group's CAT Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Caterpillar (CAT) in Q3 2025, closing a stake of 72 shares — an estimated $28K sold.

Mid-American Wealth Advisory Group first reported a position in CAT in Q2 2025 and held it in 1 quarter. The position peaked at $28K in Q2 2025. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Caterpillar position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 72 Caterpillar shares in Q3 2025, an estimated $28K.
  • Mid-American Wealth Advisory Group first reported a position in Caterpillar in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Caterpillar position peaked at $28K in Q2 2025.
  • 3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.