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Waypoint Wealth Partners’s Caterpillar CAT Stock Holding History

Waypoint Wealth Partners’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 		$291K Buy
+750
New +$250K 0.07% 70

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Waypoint Wealth Partners's CAT Position: Q2 2025 in Review

Waypoint Wealth Partners opened a new position in Caterpillar (CAT) in Q2 2025: 750 shares worth $291K. The stake represents 0.07% of the portfolio and ranks #70 among its holdings.

3,014 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

  • Waypoint Wealth Partners held 750 shares of Caterpillar worth $291K as of Q2 2025.
  • Caterpillar was a new Waypoint Wealth Partners position in Q2 2025.
  • Caterpillar made up 0.07% of Waypoint Wealth Partners's portfolio in Q2 2025, its #70 holding.
  • 3,014 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.