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Pacific Capital Wealth Advisors’s Caterpillar CAT Stock Holding History

Pacific Capital 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
-46
Closed -$16.7K – 130
2024
Q4 		$16.7K Sell
46
-4
-8% -$1.55K ﹤0.01% 234
2024
Q3 		$19.6K Buy
50
+4
+9% +$1.38K ﹤0.01% 245
2024
Q2 		$15.3K Buy
46
+39
+557% +$13.5K ﹤0.01% 267
2024
Q1 		$2.56K Buy
+7
New +$2.24K ﹤0.01% 412

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

Pacific Capital Wealth Advisors's CAT Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Caterpillar (CAT) in Q1 2025, closing a stake of 46 shares — an estimated $16.7K sold.

Pacific Capital Wealth Advisors first reported a position in CAT in Q1 2024 and held it in 4 quarters. The position peaked at $19.6K in Q3 2024. 2,896 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Caterpillar position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 46 Caterpillar shares in Q1 2025, an estimated $16.7K.
  • Pacific Capital Wealth Advisors first reported a position in Caterpillar in Q1 2024 and held it in 4 quarters.
  • Pacific Capital Wealth Advisors's Caterpillar position peaked at $19.6K in Q3 2024.
  • 2,896 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.