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Von Berge Wealth Management Group’s Caterpillar CAT Stock Holding History

Von Berge Wealth Management 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 		– Sell
-500
Closed -$209K – 6
2025
Q2 		$209K Buy
+500
New +$167K 0.12% 64
2024
Q4 		– Sell
-500
Closed -$208K – 65
2024
Q3 		$208K Buy
+500
New +$173K 0.13% 66

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Von Berge Wealth Management Group's CAT Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of Caterpillar (CAT) in Q3 2025, closing a stake of 500 shares — an estimated $209K sold.

Von Berge Wealth Management Group first reported a position in CAT in Q3 2024 and held it in 2 quarters. The position peaked at $209K in Q2 2025. 3,144 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Von Berge Wealth Management Group reported no remaining Caterpillar position as of Q3 2025 after selling out during the quarter.
  • Von Berge Wealth Management Group sold 500 Caterpillar shares in Q3 2025, an estimated $209K.
  • Von Berge Wealth Management Group first reported a position in Caterpillar in Q3 2024 and held it in 2 quarters.
  • Von Berge Wealth Management Group's Caterpillar position peaked at $209K in Q2 2025.
  • 3,144 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.