CFO
CAT icon

Custos Family Office’s Caterpillar CAT Stock Holding History

Custos Family Office’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 		$298K Buy
519
+2
+0.4% +$1.11K 0.2% 50
2025
Q3 		$247K Buy
+517
New +$221K 0.14% 58

Other funds holding CAT

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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

Custos Family Office's CAT Position: Q4 2025 in Review

Custos Family Office increased its Caterpillar (CAT) stake by 0.39% in Q4 2025, buying an estimated $1.11K and bringing the position to 519 shares worth $298K. The position accounts for 0.2% of the portfolio, ranked #50.

Custos Family Office first reported a position in CAT in Q3 2025 and has held it in 2 quarters since. 3,524 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Custos Family Office held 519 shares of Caterpillar worth $298K as of Q4 2025.
  • Custos Family Office bought 2 Caterpillar shares in Q4 2025, an estimated $1.11K.
  • Caterpillar made up 0.2% of Custos Family Office's portfolio in Q4 2025, its #50 holding.
  • Custos Family Office first reported a position in Caterpillar in Q3 2025 and has held it in 2 quarters since.
  • 3,524 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Custos Family Office's 13F filing for Q4 2025, filed 17 Feb 2026.