Vishria Bird Financial Group’s Caterpillar CAT Stock Holding History

Vishria Bird Financial Group’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 Q3	$768K	Buy	1,609 +2	+0.1%	+$854	0.15%	52
2025 Q2	$624K	Hold	1,607	–	–	0.21%	48
2025 Q1	$530K	Buy	1,607 +1	+0.1%	+$356	0.18%	48
2024 Q4	$583K	Hold	1,606	–	–	0.2%	50
2024 Q3	$628K	Hold	1,606	–	–	0.24%	47
2024 Q2	$535K	Hold	1,606	–	–	0.22%	43
2024 Q1	$588K	Hold	1,606	–	–	0.25%	40
2023 Q4	$475K	Hold	1,606	–	–	0.22%	41
2023 Q3	$438K	Hold	1,606	–	–	0.25%	38
2023 Q2	$395K	Hold	1,606	–	–	0.23%	40
2023 Q1	$368K	Hold	1,606	–	–	0.24%	39
2022 Q4	$385K	Hold	1,606	–	–	0.27%	37
2022 Q3	$264K	Hold	1,606	–	–	0.18%	45
2022 Q2	$287K	Hold	1,606	–	–	0.19%	43
2022 Q1	$358K	Hold	1,606	–	–	0.2%	42
2021 Q4	$332K	Hold	1,606	–	–	0.15%	50
2021 Q3	$308K	Hold	1,606	–	–	0.16%	52
2021 Q2	$350K	Hold	1,606	–	–	0.17%	44
2021 Q1	$372K	Hold	1,606	–	–	0.21%	40
2020 Q4	$292K	Hold	1,606	–	–	0.17%	42
2020 Q3	$240K	Hold	1,606	–	–	0.15%	43
2020 Q2	$203K	Buy	+1,606	New	+$190K	0.16%	40
2020 Q1	–	Sell	-1,606	Closed	-$237K	–	42
2019 Q4	$237K	Hold	1,606	–	–	0.23%	39
2019 Q3	$203K	Hold	1,606	–	–	0.23%	46
2019 Q2	$219K	Hold	1,606	–	–	0.22%	48
2019 Q1	$218K	Hold	1,606	–	–	0.22%	46
2018 Q4	$204K	Hold	1,606	–	–	0.23%	46
2018 Q3	$245K	Hold	1,606	–	–	0.21%	44
2018 Q2	$218K	Buy	+1,606	New	+$240K	0.2%	45

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vishria Bird Financial Group's CAT Position: Q3 2025 in Review

Vishria Bird Financial Group increased its Caterpillar (CAT) stake by 0.12% in Q3 2025, buying an estimated $854 and bringing the position to 1,609 shares worth $768K. The position accounts for 0.15% of the portfolio, ranked #52.

Vishria Bird Financial Group first reported a position in CAT in Q2 2018 and has held it in 29 quarters since. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

Vishria Bird Financial Group held 1,609 shares of Caterpillar worth $768K as of Q3 2025.
Vishria Bird Financial Group bought 2 Caterpillar shares in Q3 2025, an estimated $854.
Caterpillar made up 0.15% of Vishria Bird Financial Group's portfolio in Q3 2025, its #52 holding.
Vishria Bird Financial Group first reported a position in Caterpillar in Q2 2018 and has held it in 29 quarters since.
3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.