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B&D White Capital Company’s Caterpillar CAT Stock Holding History

B&D White Capital Company’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 		– Sell
-3,500
Closed -$1.15M – 80
2025
Q1 		$1.15M Buy
+3,500
New +$1.25M 0.17% 45
2022
Q4 		– Sell
-10,100
Closed -$1.66M – 103
2022
Q3 		$1.66M Buy
10,100
+6,900
+216% +$1.26M 0.62% 27
2022
Q2 		$572K Buy
+3,200
New +$674K 0.24% 38
2021
Q1 		– Sell
-25
Closed -$4K – 50
2020
Q4 		$4K Buy
+25
New +$4.24K ﹤0.01% 73

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

B&D White Capital Company's CAT Position: Q2 2025 in Review

B&D White Capital Company sold out of Caterpillar (CAT) in Q2 2025, closing a stake of 3,500 shares — an estimated $1.15M sold.

B&D White Capital Company first reported a position in CAT in Q4 2020 and held it in 4 quarters. The position peaked at $1.66M in Q3 2022. 3,015 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

  • B&D White Capital Company reported no remaining Caterpillar position as of Q2 2025 after selling out during the quarter.
  • B&D White Capital Company sold 3,500 Caterpillar shares in Q2 2025, an estimated $1.15M.
  • B&D White Capital Company first reported a position in Caterpillar in Q4 2020 and held it in 4 quarters.
  • B&D White Capital Company's Caterpillar position peaked at $1.66M in Q3 2022.
  • 3,015 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on B&D White Capital Company's 13F filing for Q2 2025, filed 13 Aug 2025.