EFS
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Econ Financial Services’s Caterpillar CAT Stock Holding History

Econ Financial Services’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 		– Sell
-5,349
Closed -$2.08M – 82
2025
Q2 		$2.08M Buy
+5,349
New +$1.78M 1.07% 28
2022
Q4 		– Sell
-9,854
Closed -$1.62M – 58
2022
Q3 		$1.62M Buy
+9,854
New +$1.8M 1.33% 32
2019
Q2 		– Sell
-2,747
Closed -$372K – 68
2019
Q1 		$372K Buy
2,747
+614
+29% +$81.6K 0.56% 35
2018
Q4 		$271K Buy
+2,133
New +$278K 0.41% 53

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Econ Financial Services's CAT Position: Q3 2025 in Review

Econ Financial Services sold out of Caterpillar (CAT) in Q3 2025, closing a stake of 5,349 shares — an estimated $2.08M sold.

Econ Financial Services first reported a position in CAT in Q4 2018 and held it in 4 quarters. The position peaked at $2.08M in Q2 2025. 3,144 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Econ Financial Services reported no remaining Caterpillar position as of Q3 2025 after selling out during the quarter.
  • Econ Financial Services sold 5,349 Caterpillar shares in Q3 2025, an estimated $2.08M.
  • Econ Financial Services first reported a position in Caterpillar in Q4 2018 and held it in 4 quarters.
  • Econ Financial Services's Caterpillar position peaked at $2.08M in Q2 2025.
  • 3,144 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Econ Financial Services's 13F filing for Q3 2025, filed 21 Oct 2025.