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PBMares Wealth Management’s Caterpillar CAT Stock Holding History

PBMares 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
Q3 		$707K Hold
1,482
– – 0.11% 91
2025
Q2 		$575K Sell
1,482
-65
-4% -$21.7K 0.11% 99
2025
Q1 		$510K Sell
1,547
-166
-10% -$59.1K 0.1% 107
2024
Q4 		$621K Sell
1,713
-249
-13% -$96.6K 0.13% 97
2024
Q3 		$768K Buy
1,962
+200
+11% +$69.1K 0.16% 81
2024
Q2 		$587K Sell
1,762
-1
-0.1% -$347 0.14% 94
2024
Q1 		$646K Buy
1,763
+52
+3% +$16.6K 0.17% 88
2023
Q4 		$506K Buy
1,711
+400
+31% +$104K 0.15% 100
2023
Q3 		$358K Hold
1,311
– – 0.13% 120
2023
Q2 		$323K Buy
1,311
+150
+13% +$33.4K 0.12% 129
2023
Q1 		$266K Sell
1,161
-440
-27% -$106K 0.1% 137
2022
Q4 		$384K Hold
1,601
– – 0.16% 111
2022
Q3 		$263K Hold
1,601
– – 0.11% 133
2022
Q2 		$286K Buy
1,601
+140
+10% +$29.5K 0.12% 124
2022
Q1 		$326K Buy
1,461
+80
+6% +$16.8K 0.2% 109
2021
Q4 		$286K Hold
1,381
– – 0.12% 132
2021
Q3 		$265K Buy
+1,381
New +$288K 0.13% 130

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

PBMares Wealth Management's CAT Position: Q3 2025 in Review

PBMares Wealth Management held its Caterpillar (CAT) position steady in Q3 2025 at 1,482 shares worth $707K. The position accounts for 0.11% of the portfolio, ranked #91.

PBMares Wealth Management first reported a position in CAT in Q3 2021 and has held it in 17 quarters since. The position peaked at $768K in Q3 2024. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • PBMares Wealth Management held 1,482 shares of Caterpillar worth $707K as of Q3 2025.
  • PBMares Wealth Management left its Caterpillar share count unchanged in Q3 2025.
  • Caterpillar made up 0.11% of PBMares Wealth Management's portfolio in Q3 2025, its #91 holding.
  • PBMares Wealth Management first reported a position in Caterpillar in Q3 2021 and has held it in 17 quarters since.
  • PBMares Wealth Management's Caterpillar position peaked at $768K in Q3 2024.
  • 3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.