BI
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Binnacle Investments’s Caterpillar CAT Stock Holding History

Binnacle Investments’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 		$198K Buy
416
+5
+1% +$2.13K 0.12% 74
2025
Q2 		$160K Buy
411
+3
+0.7% +$1K 0.1% 74
2025
Q1 		$135K Buy
+408
New +$145K 0.1% 82

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Binnacle Investments's CAT Position: Q3 2025 in Review

Binnacle Investments increased its Caterpillar (CAT) stake by 1.2% in Q3 2025, buying an estimated $2.13K and bringing the position to 416 shares worth $198K. The position accounts for 0.12% of the portfolio, ranked #74.

Binnacle Investments first reported a position in CAT in Q1 2025 and has held it in 3 quarters since. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Binnacle Investments held 416 shares of Caterpillar worth $198K as of Q3 2025.
  • Binnacle Investments bought 5 Caterpillar shares in Q3 2025, an estimated $2.13K.
  • Caterpillar made up 0.12% of Binnacle Investments's portfolio in Q3 2025, its #74 holding.
  • Binnacle Investments first reported a position in Caterpillar in Q1 2025 and has held it in 3 quarters since.
  • 3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.