CCA
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Catalyst Capital Advisors’s Caterpillar CAT Stock Holding History

Catalyst Capital Advisors’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
-434
Closed -$207K – 393
2025
Q3 		$207K Sell
434
-473
-52% -$202K ﹤0.01% 228
2025
Q2 		$352K Buy
907
+380
+72% +$127K 0.01% 199
2025
Q1 		$174K Buy
527
+164
+45% +$58.4K ﹤0.01% 249
2024
Q4 		$132K Buy
363
+313
+626% +$121K ﹤0.01% 268
2024
Q3 		$19.6K Buy
+50
New +$17.3K ﹤0.01% 457
2014
Q2 		– Sell
-5,646
Closed -$561K – 356
2014
Q1 		$561K Buy
+5,646
New +$532K 0.13% 217

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

Catalyst Capital Advisors's CAT Position: Q4 2025 in Review

Catalyst Capital Advisors sold out of Caterpillar (CAT) in Q4 2025, closing a stake of 434 shares — an estimated $207K sold.

Catalyst Capital Advisors first reported a position in CAT in Q1 2014 and held it in 6 quarters. The position peaked at $561K in Q1 2014. 3,529 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Catalyst Capital Advisors reported no remaining Caterpillar position as of Q4 2025 after selling out during the quarter.
  • Catalyst Capital Advisors sold 434 Caterpillar shares in Q4 2025, an estimated $207K.
  • Catalyst Capital Advisors first reported a position in Caterpillar in Q1 2014 and held it in 6 quarters.
  • Catalyst Capital Advisors's Caterpillar position peaked at $561K in Q1 2014.
  • 3,529 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Catalyst Capital Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.