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Buffington Mohr McNeal’s Caterpillar CAT Stock Holding History

Buffington Mohr McNeal’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
Q1 		$206K Hold
625
– – 0.04% 108
2024
Q4 		$227K Hold
625
– – 0.04% 125
2024
Q3 		$244K Hold
625
– – 0.04% 122
2024
Q2 		$208K Hold
625
– – 0.04% 123
2024
Q1 		$229K Buy
+625
New +$200K 0.04% 124

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 $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Buffington Mohr McNeal's CAT Position: Q1 2025 in Review

Buffington Mohr McNeal held its Caterpillar (CAT) position steady in Q1 2025 at 625 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #108.

Buffington Mohr McNeal first reported a position in CAT in Q1 2024 and has held it in 5 quarters since. The position peaked at $244K in Q3 2024. 2,897 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

  • Buffington Mohr McNeal held 625 shares of Caterpillar worth $206K as of Q1 2025.
  • Buffington Mohr McNeal left its Caterpillar share count unchanged in Q1 2025.
  • Caterpillar made up 0.04% of Buffington Mohr McNeal's portfolio in Q1 2025, its #108 holding.
  • Buffington Mohr McNeal first reported a position in Caterpillar in Q1 2024 and has held it in 5 quarters since.
  • Buffington Mohr McNeal's Caterpillar position peaked at $244K in Q3 2024.
  • 2,897 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.