CGL
CAT icon

Clarius Group LLC’s Caterpillar CAT Stock Holding History

Clarius Group LLC’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 		$1.58M Hold
2,755
– – 0.09% 88
2025
Q3 		$1.31M Sell
2,755
-2,746
-50% -$1.17M 0.08% 104
2025
Q2 		$2.14M Buy
5,501
+16
+0.3% +$5.33K 0.12% 75
2025
Q1 		$1.81M Buy
5,485
+707
+15% +$252K 0.11% 78
2024
Q4 		$1.73M Buy
4,778
+287
+6% +$111K 0.12% 80
2024
Q3 		$1.75M Sell
4,491
-104
-2% -$35.9K 0.12% 80
2024
Q2 		$1.53M Sell
4,595
-163
-3% -$56.5K 0.11% 89
2024
Q1 		$1.74M Sell
4,758
-463
-9% -$148K 0.12% 79
2023
Q4 		$1.54M Sell
5,221
-244
-4% -$63.3K 0.13% 91
2023
Q3 		$1.49M Sell
5,465
-1,310
-19% -$355K 0.14% 80
2023
Q2 		$1.67M Sell
6,775
-93
-1% -$20.7K 0.13% 88
2023
Q1 		$1.57M Sell
6,868
-135
-2% -$32.6K 0.13% 86
2022
Q4 		$1.68M Buy
7,003
+196
+3% +$42.7K 0.15% 84
2022
Q3 		$1.12M Buy
6,807
+238
+4% +$43.5K 0.11% 110
2022
Q2 		$1.17M Buy
6,569
+582
+10% +$123K 0.12% 110
2022
Q1 		$1.24M Hold
5,987
– – 0.1% 109
2021
Q4 		$1.24M Buy
5,987
+118
+2% +$23.8K 0.1% 109
2021
Q3 		$1.13M Buy
5,869
+76
+1% +$15.8K 0.1% 111
2021
Q2 		$1.26M Buy
5,793
+68
+1% +$15.7K 0.11% 107
2021
Q1 		$1.33M Buy
5,725
+985
+21% +$204K 0.13% 91
2020
Q4 		$863K Buy
4,740
+512
+12% +$86.8K 0.09% 107
2020
Q3 		$631K Buy
4,228
+54
+1% +$7.59K 0.08% 112
2020
Q2 		$528K Sell
4,174
-726
-15% -$86.1K 0.07% 129
2020
Q1 		$569K Buy
4,900
+1,444
+42% +$184K 0.11% 99
2019
Q4 		$503K Buy
3,456
+170
+5% +$23.7K 0.08% 125
2019
Q3 		$415K Buy
3,286
+602
+22% +$76.5K 0.08% 142
2019
Q2 		$366K Sell
2,684
-152
-5% -$20.1K 0.07% 139
2019
Q1 		$384K Buy
+2,836
New +$377K 0.09% 116

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

Clarius Group LLC's CAT Position: Q4 2025 in Review

Clarius Group LLC held its Caterpillar (CAT) position steady in Q4 2025 at 2,755 shares worth $1.58M. The position accounts for 0.09% of the portfolio, ranked #88.

Clarius Group LLC first reported a position in CAT in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.14M in Q2 2025. 3,524 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Clarius Group LLC held 2,755 shares of Caterpillar worth $1.58M as of Q4 2025.
  • Clarius Group LLC left its Caterpillar share count unchanged in Q4 2025.
  • Caterpillar made up 0.09% of Clarius Group LLC's portfolio in Q4 2025, its #88 holding.
  • Clarius Group LLC first reported a position in Caterpillar in Q1 2019 and has held it in 28 quarters since.
  • Clarius Group LLC's Caterpillar position peaked at $2.14M in Q2 2025.
  • 3,524 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.