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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
2019
Q2 		– Sell
-700
Closed -$95K – 233
2019
Q1 		$95K Buy
+700
New +$93K 0.02% 161

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. 2,896 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.
  • 2,896 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.