Siligmueller & Norvid Wealth Advisors’s Caterpillar CAT Stock Holding History

Siligmueller & Norvid Wealth Advisors’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	$922K	Buy	+1,932	New	+$825K	0.41%	51

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's CAT Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in Caterpillar (CAT) in Q3 2025: 1,932 shares worth $922K. The stake represents 0.41% of the portfolio and ranks #51 among its holdings.

3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

Siligmueller & Norvid Wealth Advisors held 1,932 shares of Caterpillar worth $922K as of Q3 2025.
Caterpillar was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
Caterpillar made up 0.41% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #51 holding.
3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.