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Principia Wealth Advisory’s Caterpillar CAT Stock Holding History

Principia Wealth Advisory’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
Q4 		$16K Buy
28
+3
+12% +$1.67K 0.01% 165
2025
Q3 		$11.9K Buy
25
+3
+14% +$1.28K 0.01% 187
2025
Q2 		$8.54K Buy
22
+7
+47% +$2.33K 0.01% 179
2025
Q1 		$4.51K Buy
15
+2
+15% +$712 ﹤0.01% 190
2024
Q4 		$4.72K Buy
+13
New +$5.04K ﹤0.01% 154

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principia Wealth Advisory's CAT Position: Q4 2025 in Review

Principia Wealth Advisory increased its Caterpillar (CAT) stake by 12% in Q4 2025, buying an estimated $1.67K and bringing the position to 28 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #165.

Principia Wealth Advisory first reported a position in CAT in Q4 2024 and has held it in 5 quarters since. 3,529 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Principia Wealth Advisory held 28 shares of Caterpillar worth $16K as of Q4 2025.
  • Principia Wealth Advisory bought 3 Caterpillar shares in Q4 2025, an estimated $1.67K.
  • Caterpillar made up 0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #165 holding.
  • Principia Wealth Advisory first reported a position in Caterpillar in Q4 2024 and has held it in 5 quarters since.
  • 3,529 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.