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Bell Asset Management’s Caterpillar CAT Stock Holding History

Bell Asset 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 		– Sell
-5,115
Closed -$2.44M – 61
2025
Q3 		$2.44M Sell
5,115
-6,716
-57% -$2.87M 0.67% 61
2025
Q2 		$4.59M Sell
11,831
-3,150
-21% -$1.05M 1.01% 43
2025
Q1 		$4.94M Buy
+14,981
New +$5.34M 0.91% 53

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bell Asset Management's CAT Position: Q4 2025 in Review

Bell Asset Management sold out of Caterpillar (CAT) in Q4 2025, closing a stake of 5,115 shares — an estimated $2.44M sold.

Bell Asset Management first reported a position in CAT in Q1 2025 and held it in 3 quarters. The position peaked at $4.94M in Q1 2025. 3,524 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Bell Asset Management reported no remaining Caterpillar position as of Q4 2025 after selling out during the quarter.
  • Bell Asset Management sold 5,115 Caterpillar shares in Q4 2025, an estimated $2.44M.
  • Bell Asset Management first reported a position in Caterpillar in Q1 2025 and held it in 3 quarters.
  • Bell Asset Management's Caterpillar position peaked at $4.94M in Q1 2025.
  • 3,524 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Bell Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.