Cullen Capital Management’s Caterpillar CAT Stock Holding History

Cullen Capital Management’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
2026 Q1	–	Sell	-869	Closed	-$498K	–	217
2025 Q4	$498K	Hold	869	–	–	0.01%	172
2025 Q3	$415K	Hold	869	–	–	﹤0.01%	175
2025 Q2	$337K	Hold	869	–	–	﹤0.01%	180
2025 Q1	$287K	Hold	869	–	–	﹤0.01%	184
2024 Q4	$315K	Sell	869 -31	-3%	-$12K	﹤0.01%	193
2024 Q3	$352K	Hold	900	–	–	﹤0.01%	184
2024 Q2	$300K	Hold	900	–	–	﹤0.01%	187
2024 Q1	$330K	Hold	900	–	–	﹤0.01%	172
2023 Q4	$266K	Hold	900	–	–	﹤0.01%	193
2023 Q3	$246K	Hold	900	–	–	﹤0.01%	188
2023 Q2	$221K	Hold	900	–	–	﹤0.01%	273
2023 Q1	$206K	Hold	900	–	–	﹤0.01%	256
2022 Q4	$216K	Buy	+900	New	+$196K	﹤0.01%	192
2022 Q2	–	Sell	-900	Closed	-$201K	–	282
2022 Q1	$201K	Buy	+900	New	+$189K	﹤0.01%	259
2021 Q2	–	Sell	-900	Closed	-$209K	–	276
2021 Q1	$209K	Buy	+900	New	+$186K	﹤0.01%	251

Other funds holding CAT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Gates Foundation Trust

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