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Optimum Investment Advisors’s Caterpillar CAT Stock Holding History

Optimum Investment 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
2021
Q2 		– Sell
-700
Closed -$4K – 912
2021
Q1 		$4K Buy
+700
New +$145K ﹤0.01% 832

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

Optimum Investment Advisors's CAT Position: Q3 2025 in Review

Optimum Investment Advisors reduced its Caterpillar (CAT) stake by 0.25% in Q3 2025, selling an estimated $4.27K and leaving 4,021 shares worth $1.92M. The position accounts for 0.76% of the portfolio, ranked #27.

Optimum Investment Advisors first reported a position in CAT in Q3 2013 and has held it in 48 quarters since. The position peaked at $3.49M in Q2 2014. 3,144 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Optimum Investment Advisors held 4,021 shares of Caterpillar worth $1.92M as of Q3 2025.
  • Optimum Investment Advisors sold 10 Caterpillar shares in Q3 2025, an estimated $4.27K.
  • Caterpillar made up 0.76% of Optimum Investment Advisors's portfolio in Q3 2025, its #27 holding.
  • Optimum Investment Advisors first reported a position in Caterpillar in Q3 2013 and has held it in 48 quarters since.
  • Optimum Investment Advisors's Caterpillar position peaked at $3.49M in Q2 2014.
  • 3,144 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.