NWWA
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New Wave Wealth Advisors’s Caterpillar CAT Stock Holding History

New Wave Wealth 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
Q1 		– Sell
-1,106
Closed -$401K – 211
2024
Q4 		$401K Sell
1,106
-12
-1% -$4.65K 0.16% 83
2024
Q3 		$437K Sell
1,118
-97
-8% -$33.5K 0.2% 73
2024
Q2 		$405K Buy
+1,215
New +$421K 0.22% 72

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New Wave Wealth Advisors's CAT Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Caterpillar (CAT) in Q1 2025, closing a stake of 1,106 shares — an estimated $401K sold.

New Wave Wealth Advisors first reported a position in CAT in Q2 2024 and held it in 3 quarters. The position peaked at $437K in Q3 2024. 2,896 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Caterpillar position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 1,106 Caterpillar shares in Q1 2025, an estimated $401K.
  • New Wave Wealth Advisors first reported a position in Caterpillar in Q2 2024 and held it in 3 quarters.
  • New Wave Wealth Advisors's Caterpillar position peaked at $437K in Q3 2024.
  • 2,896 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.