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Northwest Capital Management’s Caterpillar CAT Stock Holding History

Northwest Capital Management’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
-101
Closed -$48.4K – 113
2025
Q3 		$48.4K Hold
101
– – 0.05% 119
2025
Q2 		$39.4K Hold
101
– – 0.02% 179
2025
Q1 		$33.4K Hold
101
– – 0.01% 217
2024
Q4 		$36.8K Hold
101
– – 0.02% 208
2024
Q3 		$39.7K Hold
101
– – 0.01% 207
2024
Q2 		$33.8K Hold
101
– – 0.01% 208
2024
Q1 		$37.1K Hold
101
– – 0.01% 250
2023
Q4 		$30K Hold
101
– – 0.01% 260
2023
Q3 		$27.7K Hold
101
– – 0.01% 250
2023
Q2 		$24.9K Buy
+101
New +$22.5K 0.01% 272

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northwest Capital Management's CAT Position: Q4 2025 in Review

Northwest Capital Management sold out of Caterpillar (CAT) in Q4 2025, closing a stake of 101 shares — an estimated $48.4K sold.

Northwest Capital Management first reported a position in CAT in Q2 2023 and held it in 10 quarters. The position peaked at $48.4K in Q3 2025. 3,522 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Northwest Capital Management reported no remaining Caterpillar position as of Q4 2025 after selling out during the quarter.
  • Northwest Capital Management sold 101 Caterpillar shares in Q4 2025, an estimated $48.4K.
  • Northwest Capital Management first reported a position in Caterpillar in Q2 2023 and held it in 10 quarters.
  • Northwest Capital Management's Caterpillar position peaked at $48.4K in Q3 2025.
  • 3,522 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.