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Transform Wealth’s Caterpillar CAT Stock Holding History

Transform Wealth’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 		$6.08M Sell
18,438
-305
-2% -$109K 0.37% 66
2024
Q4 		$6.8M Buy
18,743
+5,737
+44% +$2.22M 0.38% 67
2024
Q3 		$5.09M Buy
13,006
+5,560
+75% +$1.92M 0.34% 70
2024
Q2 		$2.48M Sell
7,446
-295
-4% -$102K 0.19% 88
2024
Q1 		$2.84M Sell
7,741
-6,398
-45% -$2.04M 0.27% 83
2023
Q4 		$4.18M Buy
14,139
+133
+0.9% +$34.5K 0.41% 80
2023
Q3 		$3.82M Sell
14,006
-13,251
-49% -$3.59M 0.4% 77
2023
Q2 		$6.71M Sell
27,257
-796
-3% -$177K 0.6% 55
2023
Q1 		$6.42M Buy
28,053
+11,595
+70% +$2.8M 0.61% 56
2022
Q4 		$3.94M Buy
16,458
+11,728
+248% +$2.55M 0.44% 69
2022
Q3 		$776K Sell
4,730
-33,263
-88% -$6.08M 0.1% 102
2022
Q2 		$6.79M Sell
37,993
-13,035
-26% -$2.75M 1.01% 36
2022
Q1 		$11.4M Buy
51,028
+822
+2% +$172K 1.27% 20
2021
Q4 		$10.4M Buy
50,206
+367
+0.7% +$73.9K 1.08% 28
2021
Q3 		$9.57M Sell
49,839
-1,247
-2% -$260K 1.1% 25
2021
Q2 		$11.1M Buy
51,086
+20,342
+66% +$4.7M 1.36% 18
2021
Q1 		$7.13M Sell
30,744
-712
-2% -$147K 1.43% 14
2020
Q4 		$5.73M Sell
31,456
-18,826
-37% -$3.19M 1.2% 24
2020
Q3 		$7.5M Buy
+50,282
New +$7.06M 1.21% 23
2019
Q3 		– Sell
-19,194
Closed -$2.62M – 213
2019
Q2 		$2.62M Buy
19,194
+40
+0.2% +$5.29K 0.38% 85
2019
Q1 		$2.6M Sell
19,154
-468
-2% -$62.2K 0.48% 78
2018
Q4 		$2.49M Buy
+19,622
New +$2.55M 0.51% 70
2018
Q1 		– Sell
-1,342
Closed -$211K – 239
2017
Q4 		$211K Buy
+1,342
New +$186K 0.04% 236

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

Transform Wealth's CAT Position: Q1 2025 in Review

Transform Wealth reduced its Caterpillar (CAT) stake by 1.6% in Q1 2025, selling an estimated $109K and leaving 18,438 shares worth $6.08M. The position accounts for 0.37% of the portfolio, ranked #66.

Transform Wealth first reported a position in CAT in Q4 2017 and has held it in 23 quarters since. The position peaked at $11.4M in Q1 2022. 2,897 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

  • Transform Wealth held 18,438 shares of Caterpillar worth $6.08M as of Q1 2025.
  • Transform Wealth sold 305 Caterpillar shares in Q1 2025, an estimated $109K.
  • Caterpillar made up 0.37% of Transform Wealth's portfolio in Q1 2025, its #66 holding.
  • Transform Wealth first reported a position in Caterpillar in Q4 2017 and has held it in 23 quarters since.
  • Transform Wealth's Caterpillar position peaked at $11.4M in Q1 2022.
  • 2,897 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.