SWC
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Spectrum Wealth Counsel’s Caterpillar CAT Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$33K Sell
100
-6,407
-98% -$2.28M ﹤0.01% 190
2024
Q4 		$2.36M Buy
6,507
+6,407
+6,407% +$2.48M 0.28% 64
2024
Q3 		$39.1K Sell
100
-48
-32% -$16.6K ﹤0.01% 187
2024
Q2 		$49.3K Hold
148
– – 0.01% 199
2024
Q1 		$54.2K Hold
148
– – 0.01% 205
2023
Q4 		$43.8K Buy
+148
New +$38.4K 0.01% 199

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spectrum Wealth Counsel's CAT Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its Caterpillar (CAT) stake by 98% in Q1 2025, selling an estimated $2.28M and leaving 100 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

Spectrum Wealth Counsel first reported a position in CAT in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.36M in Q4 2024. 2,896 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

  • Spectrum Wealth Counsel held 100 shares of Caterpillar worth $33K as of Q1 2025.
  • Spectrum Wealth Counsel sold 6,407 Caterpillar shares in Q1 2025, an estimated $2.28M.
  • Caterpillar made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #190 holding.
  • Spectrum Wealth Counsel first reported a position in Caterpillar in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's Caterpillar position peaked at $2.36M in Q4 2024.
  • 2,896 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.