Court Place Advisors’s Caterpillar CAT Stock Holding History

Court Place 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 Q3	$3.15M	Sell	6,599 -16	-0.2%	-$6.83K	0.95%	28
2025 Q2	$2.57M	Sell	6,615 -20	-0.3%	-$6.67K	0.81%	30
2025 Q1	$2.19M	Sell	6,635 -276	-4%	-$98.3K	0.73%	33
2024 Q4	$2.51M	Sell	6,911 -708	-9%	-$275K	0.81%	29
2024 Q3	$2.98M	Sell	7,619 -345	-4%	-$119K	0.87%	28
2024 Q2	$2.65M	Sell	7,964 -99	-1%	-$34.3K	0.83%	31
2024 Q1	$2.95M	Sell	8,063 -276	-3%	-$88.2K	0.95%	29
2023 Q4	$2.47M	Sell	8,339 -10	-0.1%	-$2.59K	0.81%	33
2023 Q3	$2.28M	Hold	8,349	–	–	0.81%	32
2023 Q2	$2.05M	Sell	8,349 -250	-3%	-$55.7K	0.72%	38
2023 Q1	$1.97M	Hold	8,599	–	–	0.71%	36
2022 Q4	$2.06M	Hold	8,599	–	–	0.75%	35
2022 Q3	$1.41M	Sell	8,599 -100	-1%	-$18.3K	0.57%	45
2022 Q2	$1.55M	Hold	8,699	–	–	0.59%	46
2022 Q1	$1.94M	Buy	8,699 +300	+4%	+$62.9K	0.63%	41
2021 Q4	$1.74M	Hold	8,399	–	–	0.48%	58
2021 Q3	$1.61M	Sell	8,399 -44	-0.5%	-$9.16K	0.48%	58
2021 Q2	$1.84M	Hold	8,443	–	–	0.54%	53
2021 Q1	$1.96M	Sell	8,443 -100	-1%	-$20.7K	0.61%	44
2020 Q4	$1.55M	Hold	8,543	–	–	0.52%	53
2020 Q3	$1.27M	Buy	8,543 +130	+2%	+$18.3K	0.48%	58
2020 Q2	$1.06M	Sell	8,413 -100	-1%	-$11.9K	0.41%	59
2020 Q1	$988K	Buy	8,513 +375	+5%	+$47.9K	0.44%	56
2019 Q4	$1.2M	Hold	8,138	–	–	0.43%	61
2019 Q3	$1.03M	Hold	8,138	–	–	0.4%	61
2019 Q2	$1.11M	Sell	8,138 -100	-1%	-$13.2K	0.44%	57
2019 Q1	$1.12M	Hold	8,238	–	–	0.45%	57
2018 Q4	$1.05M	Buy	8,238 +300	+4%	+$39K	0.48%	56
2018 Q3	$1.21M	Hold	7,938	–	–	0.46%	54
2018 Q2	$1.08M	Sell	7,938 -684	-8%	-$102K	0.45%	57
2018 Q1	$1.27M	Buy	8,622 +330	+4%	+$52.1K	0.53%	53
2017 Q4	$1.31M	Buy	8,292 +50	+0.6%	+$6.93K	0.54%	52
2017 Q3	$1.03M	Buy	8,242 +385	+5%	+$44.3K	0.46%	58
2017 Q2	$844K	Buy	7,857 +50	+0.6%	+$5.08K	0.4%	64
2017 Q1	$724K	Hold	7,807	–	–	0.36%	70
2016 Q4	$724K	Sell	7,807 -100	-1%	-$9.06K	0.38%	66
2016 Q3	$702K	Buy	7,907 +461	+6%	+$37.7K	0.39%	65
2016 Q2	$564K	Buy	7,446 +389	+6%	+$29.1K	0.33%	71
2016 Q1	$540K	Buy	7,057 +450	+7%	+$30.2K	0.33%	68
2015 Q4	$449K	Sell	6,607 -170	-3%	-$11.9K	0.29%	74
2015 Q3	$443K	Buy	6,777 +560	+9%	+$42.8K	0.31%	76
2015 Q2	$527K	Sell	6,217 -50	-0.8%	-$4.3K	0.34%	71
2015 Q1	$502K	Buy	6,267 +700	+13%	+$58.2K	0.32%	76
2014 Q4	$510K	Hold	5,567	–	–	0.33%	71
2014 Q3	$551K	Hold	5,567	–	–	0.38%	65
2014 Q2	$605K	Hold	5,567	–	–	0.42%	60
2014 Q1	$553K	Buy	5,567 +100	+2%	+$9.43K	0.4%	61
2013 Q4	$496K	Buy	+5,467	New	+$467K	0.38%	64

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Court Place Advisors's CAT Position: Q3 2025 in Review

Court Place Advisors reduced its Caterpillar (CAT) stake by 0.24% in Q3 2025, selling an estimated $6.83K and leaving 6,599 shares worth $3.15M. The position accounts for 0.95% of the portfolio, ranked #28.

Court Place Advisors first reported a position in CAT in Q4 2013 and has held it in 48 quarters since. 3,144 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

Court Place Advisors held 6,599 shares of Caterpillar worth $3.15M as of Q3 2025.
Court Place Advisors sold 16 Caterpillar shares in Q3 2025, an estimated $6.83K.
Caterpillar made up 0.95% of Court Place Advisors's portfolio in Q3 2025, its #28 holding.
Court Place Advisors first reported a position in Caterpillar in Q4 2013 and has held it in 48 quarters since.
3,144 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.