PWM
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Parkworth Wealth Management’s Caterpillar CAT Stock Holding History

Parkworth Wealth 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
Q2 		$9.47K Buy
24
+8
+50% +$2.67K 0.01% 148
2025
Q1 		$5.39K Hold
16
– – ﹤0.01% 147
2024
Q4 		$5.92K Buy
+16
New +$6.21K ﹤0.01% 156

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Parkworth Wealth Management's CAT Position: Q2 2025 in Review

Parkworth Wealth Management increased its Caterpillar (CAT) stake by 50% in Q2 2025, buying an estimated $2.67K and bringing the position to 24 shares worth $9.47K. The position accounts for 0.01% of the portfolio, ranked #148.

Parkworth Wealth Management first reported a position in CAT in Q4 2024 and has held it in 3 quarters since. 3,014 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

  • Parkworth Wealth Management held 24 shares of Caterpillar worth $9.47K as of Q2 2025.
  • Parkworth Wealth Management bought 8 Caterpillar shares in Q2 2025, an estimated $2.67K.
  • Caterpillar made up 0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #148 holding.
  • Parkworth Wealth Management first reported a position in Caterpillar in Q4 2024 and has held it in 3 quarters since.
  • 3,014 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.