PCA Investment Advisory Services’s Caterpillar CAT Stock Holding History

PCA Investment Advisory Services’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	-891	Closed	-$323K	–	64
2024 Q4	$323K	Hold	891	–	–	0.15%	92
2024 Q3	$349K	Hold	891	–	–	0.16%	86
2024 Q2	$297K	Buy	891 +15	+2%	+$5.2K	0.16%	91
2024 Q1	$321K	Buy	876 +5	+0.6%	+$1.6K	0.18%	81
2023 Q4	$257K	Buy	871 +1	+0.1%	+$259	0.17%	89
2023 Q3	$238K	Hold	870	–	–	0.17%	87
2023 Q2	$214K	Buy	+870	New	+$194K	0.13%	108

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PCA Investment Advisory Services's CAT Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of Caterpillar (CAT) in Q1 2025, closing a stake of 891 shares — an estimated $323K sold.

PCA Investment Advisory Services first reported a position in CAT in Q2 2023 and held it in 7 quarters. The position peaked at $349K in Q3 2024. 2,896 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

PCA Investment Advisory Services reported no remaining Caterpillar position as of Q1 2025 after selling out during the quarter.
PCA Investment Advisory Services sold 891 Caterpillar shares in Q1 2025, an estimated $323K.
PCA Investment Advisory Services first reported a position in Caterpillar in Q2 2023 and held it in 7 quarters.
PCA Investment Advisory Services's Caterpillar position peaked at $349K in Q3 2024.
2,896 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.