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Obsidian Personal Planning Solutions’s Caterpillar CAT Stock Holding History

Obsidian Personal Planning Solutions’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
Q3 		$984K Sell
1,705
-21
-1% -$8.96K 0.34% 33
2025
Q2 		$670K Buy
1,726
+112
+7% +$37.3K 0.27% 39
2025
Q1 		$499K Sell
1,614
-6
-0.4% -$2.14K 0.22% 44
2024
Q4 		$602K Buy
1,620
+72
+5% +$27.9K 0.29% 36
2024
Q3 		$582K Sell
1,548
-172
-10% -$59.4K 0.3% 31
2024
Q2 		$573K Hold
1,720
– – 0.35% 31
2024
Q1 		$575K Sell
1,720
-190
-10% -$60.7K 0.38% 31
2023
Q4 		$565K Hold
1,910
– – 0.43% 30
2023
Q3 		$521K Hold
1,910
– – 0.45% 28
2023
Q2 		$470K Buy
+1,910
New +$426K 0.58% 31

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Obsidian Personal Planning Solutions's CAT Position: Q3 2025 in Review

Obsidian Personal Planning Solutions reduced its Caterpillar (CAT) stake by 1.2% in Q3 2025, selling an estimated $8.96K and leaving 1,705 shares worth $984K. The position accounts for 0.34% of the portfolio, ranked #33.

Obsidian Personal Planning Solutions first reported a position in CAT in Q2 2023 and has held it in 10 quarters since. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Obsidian Personal Planning Solutions held 1,705 shares of Caterpillar worth $984K as of Q3 2025.
  • Obsidian Personal Planning Solutions sold 21 Caterpillar shares in Q3 2025, an estimated $8.96K.
  • Caterpillar made up 0.34% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #33 holding.
  • Obsidian Personal Planning Solutions first reported a position in Caterpillar in Q2 2023 and has held it in 10 quarters since.
  • 3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.