Northeast Financial Consultants’s Caterpillar CAT Stock Holding History

Northeast Financial Consultants’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	$276K	Buy	+712	New	+$237K	0.01%	262
2025 Q1	–	Sell	-592	Closed	-$215K	–	280
2024 Q4	$215K	Hold	592	–	–	0.01%	272
2024 Q3	$232K	Buy	+592	New	+$204K	0.01%	264
2024 Q1	–	Sell	-692	Closed	-$205K	–	295
2023 Q4	$205K	Buy	+692	New	+$180K	0.01%	267

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

Northeast Financial Consultants's CAT Position: Q2 2025 in Review

Northeast Financial Consultants opened a new position in Caterpillar (CAT) in Q2 2025: 712 shares worth $276K. The stake represents 0.01% of the portfolio and ranks #262 among its holdings. This is a return to the name: Northeast Financial Consultants previously reported a position in CAT as recently as Q4 2024.

Northeast Financial Consultants first reported a position in CAT in Q4 2023 and has held it in 4 quarters since. 3,015 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

Northeast Financial Consultants held 712 shares of Caterpillar worth $276K as of Q2 2025.
Caterpillar was a new Northeast Financial Consultants position in Q2 2025.
Caterpillar made up 0.01% of Northeast Financial Consultants's portfolio in Q2 2025, its #262 holding.
Northeast Financial Consultants first reported a position in Caterpillar in Q4 2023 and has held it in 4 quarters since.
3,015 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.