SWP
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Significant Wealth Partners’s Caterpillar CAT Stock Holding History

Significant Wealth Partners’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 		– Sell
-500
Closed -$239K – 75
2025
Q3 		$239K Buy
+500
New +$213K 0.12% 84
2025
Q1 		– Sell
-609
Closed -$221K – 93
2024
Q4 		$221K Buy
+609
New +$236K 0.11% 67

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Significant Wealth Partners's CAT Position: Q4 2025 in Review

Significant Wealth Partners sold out of Caterpillar (CAT) in Q4 2025, closing a stake of 500 shares — an estimated $239K sold.

Significant Wealth Partners first reported a position in CAT in Q4 2024 and held it in 2 quarters. The position peaked at $239K in Q3 2025. 3,522 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Significant Wealth Partners reported no remaining Caterpillar position as of Q4 2025 after selling out during the quarter.
  • Significant Wealth Partners sold 500 Caterpillar shares in Q4 2025, an estimated $239K.
  • Significant Wealth Partners first reported a position in Caterpillar in Q4 2024 and held it in 2 quarters.
  • Significant Wealth Partners's Caterpillar position peaked at $239K in Q3 2025.
  • 3,522 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Significant Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.