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National Wealth Management Group’s Caterpillar CAT Stock Holding History

National Wealth Management 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
Q4 		– Sell
-1,321
Closed -$630K – 250
2025
Q3 		$630K Buy
+1,321
New +$564K 0.24% 100

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

National Wealth Management Group's CAT Position: Q4 2025 in Review

National Wealth Management Group sold out of Caterpillar (CAT) in Q4 2025, closing a stake of 1,321 shares — an estimated $630K sold.

National Wealth Management Group first reported a position in CAT in Q3 2025 and held it in 1 quarter. The position peaked at $630K in Q3 2025. 3,529 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • National Wealth Management Group reported no remaining Caterpillar position as of Q4 2025 after selling out during the quarter.
  • National Wealth Management Group sold 1,321 Caterpillar shares in Q4 2025, an estimated $630K.
  • National Wealth Management Group first reported a position in Caterpillar in Q3 2025 and held it in 1 quarter.
  • National Wealth Management Group's Caterpillar position peaked at $630K in Q3 2025.
  • 3,529 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on National Wealth Management Group's 13F filing for Q4 2025, filed 12 Jan 2026.