PWM
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Peterson Wealth Management’s Caterpillar CAT Stock Holding History

Peterson 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 		– Sell
-1,749
Closed -$577K – 42
2025
Q1 		$577K Buy
1,749
+63
+4% +$22.4K 0.39% 41
2024
Q4 		$612K Buy
1,686
+82
+5% +$31.8K 0.36% 39
2024
Q3 		$627K Sell
1,604
-30
-2% -$10.4K 0.4% 38
2024
Q2 		$544K Buy
+1,634
New +$567K 0.34% 42

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

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

Peterson Wealth Management sold out of Caterpillar (CAT) in Q2 2025, closing a stake of 1,749 shares — an estimated $577K sold.

Peterson Wealth Management first reported a position in CAT in Q2 2024 and held it in 4 quarters. The position peaked at $627K in Q3 2024. 3,015 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

  • Peterson Wealth Management reported no remaining Caterpillar position as of Q2 2025 after selling out during the quarter.
  • Peterson Wealth Management sold 1,749 Caterpillar shares in Q2 2025, an estimated $577K.
  • Peterson Wealth Management first reported a position in Caterpillar in Q2 2024 and held it in 4 quarters.
  • Peterson Wealth Management's Caterpillar position peaked at $627K in Q3 2024.
  • 3,015 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Peterson Wealth Management's 13F filing for Q2 2025, filed 15 Oct 2025.