Scott Marsh Financial’s Caterpillar CAT Stock Holding History

Scott Marsh Financial’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	$1.28M	Buy	+3,290	New	+$1.1M	0.47%	62

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

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

Norges Bank Oslo, Norway $935B AUM

Scott Marsh Financial's CAT Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Caterpillar (CAT) in Q2 2025: 3,290 shares worth $1.28M. The stake represents 0.47% of the portfolio and ranks #62 among its holdings.

3,014 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

Scott Marsh Financial held 3,290 shares of Caterpillar worth $1.28M as of Q2 2025.
Caterpillar was a new Scott Marsh Financial position in Q2 2025.
Caterpillar made up 0.47% of Scott Marsh Financial's portfolio in Q2 2025, its #62 holding.
3,014 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.