BFS
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Bard Financial Services’s Caterpillar CAT Stock Holding History

Bard Financial Services’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 		$1.44M Sell
3,015
-75
-2% -$32K 0.16% 103
2025
Q2 		$1.2M Buy
3,090
+1,825
+144% +$608K 0.14% 110
2025
Q1 		$417K Sell
1,265
-95
-7% -$33.8K 0.05% 159
2024
Q4 		$493K Hold
1,360
– – 0.06% 143
2024
Q3 		$532K Sell
1,360
-250
-16% -$86.3K 0.06% 143
2024
Q2 		$536K Hold
1,610
– – 0.06% 149
2024
Q1 		$590K Sell
1,610
-250
-13% -$79.9K 0.06% 143
2023
Q4 		$550K Hold
1,860
– – 0.06% 148
2023
Q3 		$508K Buy
1,860
+125
+7% +$33.9K 0.06% 145
2023
Q2 		$427K Hold
1,735
– – 0.03% 227
2023
Q1 		$397K Hold
1,735
– – 0.03% 228
2022
Q4 		$416K Buy
+1,735
New +$378K 0.04% 212

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bard Financial Services's CAT Position: Q3 2025 in Review

Bard Financial Services reduced its Caterpillar (CAT) stake by 2.4% in Q3 2025, selling an estimated $32K and leaving 3,015 shares worth $1.44M. The position accounts for 0.16% of the portfolio, ranked #103.

Bard Financial Services first reported a position in CAT in Q4 2022 and has held it in 12 quarters since. 3,148 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Bard Financial Services held 3,015 shares of Caterpillar worth $1.44M as of Q3 2025.
  • Bard Financial Services sold 75 Caterpillar shares in Q3 2025, an estimated $32K.
  • Caterpillar made up 0.16% of Bard Financial Services's portfolio in Q3 2025, its #103 holding.
  • Bard Financial Services first reported a position in Caterpillar in Q4 2022 and has held it in 12 quarters since.
  • 3,148 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.