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Beddow Capital Management’s Caterpillar CAT Stock Holding History

Beddow Capital Management’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
Q4 		$315K Sell
550
-50
-8% -$27.8K 0.12% 52
2025
Q3 		$286K Hold
600
– – 0.11% 53
2025
Q2 		$233K Sell
600
-375
-38% -$125K 0.09% 51
2025
Q1 		$322K Hold
975
– – 0.12% 46
2024
Q4 		$354K Sell
975
-75
-7% -$29.1K 0.15% 49
2024
Q3 		$411K Hold
1,050
– – 0.17% 47
2024
Q2 		$350K Hold
1,050
– – 0.15% 49
2024
Q1 		$385K Hold
1,050
– – 0.17% 46
2023
Q4 		$310K Hold
1,050
– – 0.14% 49
2023
Q3 		$287K Hold
1,050
– – 0.14% 47
2023
Q2 		$258K Sell
1,050
-40
-4% -$8.92K 0.13% 48
2023
Q1 		$249K Hold
1,090
– – 0.12% 49
2022
Q4 		$261K Buy
+1,090
New +$237K 0.13% 47
2022
Q2 		– Sell
-1,580
Closed -$352K – 50
2022
Q1 		$352K Sell
1,580
-35
-2% -$7.34K 0.19% 45
2021
Q4 		$334K Hold
1,615
– – 0.19% 43
2021
Q3 		$310K Buy
1,615
+375
+30% +$78.1K 0.19% 44
2021
Q2 		$270K Sell
1,240
-50
-4% -$11.5K 0.16% 50
2021
Q1 		$299K Hold
1,290
– – 0.19% 45
2020
Q4 		$235K Buy
+1,290
New +$219K 0.16% 50
2017
Q1 		– Sell
-24,725
Closed -$2.29M – 41
2016
Q4 		$2.29M Sell
24,725
-17,395
-41% -$1.58M 0.91% 32
2016
Q3 		$3.74M Sell
42,120
-810
-2% -$66.3K 1.53% 29
2016
Q2 		$3.25M Sell
42,930
-315
-0.7% -$23.6K 1.35% 29
2016
Q1 		$3.31M Buy
43,245
+11,260
+35% +$755K 1.48% 28
2015
Q4 		$2.17M Buy
31,985
+1,745
+6% +$122K 0.96% 29
2015
Q3 		$1.98M Buy
+30,240
New +$2.31M 0.83% 31

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Beddow Capital Management's CAT Position: Q4 2025 in Review

Beddow Capital Management reduced its Caterpillar (CAT) stake by 8.3% in Q4 2025, selling an estimated $27.8K and leaving 550 shares worth $315K. The position accounts for 0.12% of the portfolio, ranked #52.

Beddow Capital Management first reported a position in CAT in Q3 2015 and has held it in 25 quarters since. The position peaked at $3.74M in Q3 2016. 3,531 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Beddow Capital Management held 550 shares of Caterpillar worth $315K as of Q4 2025.
  • Beddow Capital Management sold 50 Caterpillar shares in Q4 2025, an estimated $27.8K.
  • Caterpillar made up 0.12% of Beddow Capital Management's portfolio in Q4 2025, its #52 holding.
  • Beddow Capital Management first reported a position in Caterpillar in Q3 2015 and has held it in 25 quarters since.
  • Beddow Capital Management's Caterpillar position peaked at $3.74M in Q3 2016.
  • 3,531 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Beddow Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.