Tyler-Stone Wealth Management’s Caterpillar CAT Stock Holding History

Tyler-Stone Wealth 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	$846K	Sell	2,178 -2	-0.1%	-$667	0.14%	145
2025 Q1	$719K	Sell	2,180 -84	-4%	-$29.9K	0.13%	147
2024 Q4	$821K	Buy	2,264 +58	+3%	+$22.5K	0.15%	126
2024 Q3	$863K	Buy	2,206 +1,284	+139%	+$443K	0.16%	125
2024 Q2	$307K	Sell	922 -9	-1%	-$3.12K	0.13%	139
2024 Q1	$341K	Sell	931 -49	-5%	-$15.7K	0.15%	125
2023 Q4	$290K	Buy	980 +2	+0.2%	+$519	0.15%	139
2023 Q3	$267K	Sell	978 -23	-2%	-$6.24K	0.15%	129
2023 Q2	$246K	Buy	+1,001	New	+$223K	0.14%	137
2022 Q4	$234K	Buy	978 +2	+0.2%	+$435	0.16%	131
2022 Q3	$160K	Sell	976 -597	-38%	-$109K	0.12%	157
2022 Q2	$281K	Buy	1,573 +2	+0.1%	+$421	0.19%	111
2022 Q1	$350K	Buy	1,571 +47	+3%	+$9.86K	0.19%	109
2021 Q4	$315K	Buy	+1,524	New	+$307K	0.17%	121

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

Tyler-Stone Wealth Management's CAT Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its Caterpillar (CAT) stake by 0.09% in Q2 2025, selling an estimated $667 and leaving 2,178 shares worth $846K. The position accounts for 0.14% of the portfolio, ranked #145.

Tyler-Stone Wealth Management first reported a position in CAT in Q4 2021 and has held it in 14 quarters since. The position peaked at $863K in Q3 2024. 3,014 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

Tyler-Stone Wealth Management held 2,178 shares of Caterpillar worth $846K as of Q2 2025.
Tyler-Stone Wealth Management sold 2 Caterpillar shares in Q2 2025, an estimated $667.
Caterpillar made up 0.14% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #145 holding.
Tyler-Stone Wealth Management first reported a position in Caterpillar in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's Caterpillar position peaked at $863K in Q3 2024.
3,014 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.