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Private Wealth Advisors (California)’s Caterpillar CAT Stock Holding History

Private Wealth Advisors (California)’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 		– Sell
-611
Closed -$237K – 92
2025
Q2 		$237K Buy
611
+2
+0.3% +$667 0.09% 79
2025
Q1 		$201K Sell
609
-756
-55% -$269K 0.07% 84
2024
Q4 		$495K Sell
1,365
-681
-33% -$264K 0.19% 64
2024
Q3 		$803K Buy
+2,046
New +$707K 0.31% 52
2019
Q3 		– Sell
-5,316
Closed -$720K – 66
2019
Q2 		$720K Hold
5,316
– – 0.49% 35
2019
Q1 		$720K Buy
5,316
+50
+0.9% +$6.64K 0.49% 35
2018
Q4 		$669K Buy
+5,266
New +$685K 0.54% 34

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

Private Wealth Advisors (California)'s CAT Position: Q3 2025 in Review

Private Wealth Advisors (California) sold out of Caterpillar (CAT) in Q3 2025, closing a stake of 611 shares — an estimated $237K sold.

Private Wealth Advisors (California) first reported a position in CAT in Q4 2018 and held it in 7 quarters. The position peaked at $803K in Q3 2024. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Private Wealth Advisors (California) reported no remaining Caterpillar position as of Q3 2025 after selling out during the quarter.
  • Private Wealth Advisors (California) sold 611 Caterpillar shares in Q3 2025, an estimated $237K.
  • Private Wealth Advisors (California) first reported a position in Caterpillar in Q4 2018 and held it in 7 quarters.
  • Private Wealth Advisors (California)'s Caterpillar position peaked at $803K in Q3 2024.
  • 3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Private Wealth Advisors (California)'s 13F filing for Q3 2025, filed 1 Dec 2025.