UWS
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Unique Wealth Strategies’s Caterpillar CAT Stock Holding History

Unique Wealth Strategies’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 		– Sell
-1,635
Closed -$593K – 190
2024
Q4 		$593K Buy
+1,635
New +$634K 0.26% 98
2024
Q3 		– Sell
-140
Closed -$51.3K – 283
2024
Q2 		$51.3K Buy
+140
New +$48.5K 0.02% 235

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

Unique Wealth Strategies's CAT Position: Q1 2025 in Review

Unique Wealth Strategies sold out of Caterpillar (CAT) in Q1 2025, closing a stake of 1,635 shares — an estimated $593K sold.

Unique Wealth Strategies first reported a position in CAT in Q2 2024 and held it in 2 quarters. The position peaked at $593K in Q4 2024. 2,896 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

  • Unique Wealth Strategies reported no remaining Caterpillar position as of Q1 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 1,635 Caterpillar shares in Q1 2025, an estimated $593K.
  • Unique Wealth Strategies first reported a position in Caterpillar in Q2 2024 and held it in 2 quarters.
  • Unique Wealth Strategies's Caterpillar position peaked at $593K in Q4 2024.
  • 2,896 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on Unique Wealth Strategies's 13F filing for Q1 2025, filed 14 Jul 2026.