CIP
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Capital Insight Partners’s Caterpillar CAT Stock Holding History

Capital Insight Partners’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
-1,854
Closed -$885K – 137
2025
Q3 		$885K Sell
1,854
-14
-0.7% -$5.98K 0.15% 99
2025
Q2 		$725K Sell
1,868
-50
-3% -$16.7K 0.13% 114
2025
Q1 		$633K Buy
1,918
+63
+3% +$22.4K 0.11% 123
2024
Q4 		$673K Buy
+1,855
New +$719K 0.12% 123
2015
Q3 		– Sell
-23,465
Closed -$1.99M – 55
2015
Q2 		$1.99M Buy
+23,465
New +$2.02M 1.68% 31

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

Capital Insight Partners's CAT Position: Q4 2025 in Review

Capital Insight Partners sold out of Caterpillar (CAT) in Q4 2025, closing a stake of 1,854 shares — an estimated $885K sold.

Capital Insight Partners first reported a position in CAT in Q2 2015 and held it in 5 quarters. The position peaked at $1.99M in Q2 2015. 3,523 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Capital Insight Partners reported no remaining Caterpillar position as of Q4 2025 after selling out during the quarter.
  • Capital Insight Partners sold 1,854 Caterpillar shares in Q4 2025, an estimated $885K.
  • Capital Insight Partners first reported a position in Caterpillar in Q2 2015 and held it in 5 quarters.
  • Capital Insight Partners's Caterpillar position peaked at $1.99M in Q2 2015.
  • 3,523 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Capital Insight Partners's 13F filing for Q4 2025, filed 17 Feb 2026.