Monterey Private Wealth’s Caterpillar CAT Stock Holding History

Monterey Private 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	$240K	Buy	728 +1	+0.1%	+$356	0.07%	111
2024 Q4	$264K	Hold	727	–	–	0.09%	103
2024 Q3	$284K	Sell	727 -207	-22%	-$71.5K	0.1%	98
2024 Q2	$311K	Hold	934	–	–	0.12%	86
2024 Q1	$342K	Sell	934 -2	-0.2%	-$639	0.14%	73
2023 Q4	$277K	Sell	936 -60	-6%	-$15.6K	0.12%	81
2023 Q3	$272K	Hold	996	–	–	0.14%	75
2023 Q2	$245K	Sell	996 -23	-2%	-$5.13K	0.12%	85
2023 Q1	$233K	Sell	1,019 -225	-18%	-$54.4K	0.12%	90
2022 Q4	$298K	Sell	1,244 -29	-2%	-$6.31K	0.16%	77
2022 Q3	$211K	Sell	1,273 -126	-9%	-$23K	0.13%	88
2022 Q2	$250K	Sell	1,399 -5	-0.4%	-$1.05K	0.14%	82
2022 Q1	$313K	Buy	+1,404	New	+$294K	0.15%	81

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Monterey Private Wealth's CAT Position: Q1 2025 in Review

Monterey Private Wealth increased its Caterpillar (CAT) stake by 0.14% in Q1 2025, buying an estimated $356 and bringing the position to 728 shares worth $240K. The position accounts for 0.07% of the portfolio, ranked #111.

Monterey Private Wealth first reported a position in CAT in Q1 2022 and has held it in 13 quarters since. The position peaked at $342K in Q1 2024. 2,896 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

Monterey Private Wealth held 728 shares of Caterpillar worth $240K as of Q1 2025.
Monterey Private Wealth bought 1 Caterpillar share in Q1 2025, an estimated $356.
Caterpillar made up 0.07% of Monterey Private Wealth's portfolio in Q1 2025, its #111 holding.
Monterey Private Wealth first reported a position in Caterpillar in Q1 2022 and has held it in 13 quarters since.
Monterey Private Wealth's Caterpillar position peaked at $342K in Q1 2024.
2,896 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.