Total Wealth Planning & Management’s Caterpillar CAT Stock Holding History

Total Wealth Planning & Management’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	$37.9K	Buy	+10,200	New	+$3.4M	0.03%	206

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

Total Wealth Planning & Management's CAT Position: Q2 2025 in Review

Total Wealth Planning & Management opened a new position in Caterpillar (CAT) in Q2 2025: 10,200 shares worth $37.9K. The stake represents 0.03% of the portfolio and ranks #206 among its holdings.

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

Total Wealth Planning & Management held 10,200 shares of Caterpillar worth $37.9K as of Q2 2025.
Caterpillar was a new Total Wealth Planning & Management position in Q2 2025.
Caterpillar made up 0.03% of Total Wealth Planning & Management's portfolio in Q2 2025, its #206 holding.
3,014 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.