GFG
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Greenberg Financial Group’s Caterpillar CAT Stock Holding History

Greenberg Financial Group’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 		$1.64M Buy
+2,865
New +$1.59M 0.68% 30
2025
Q2 		$2.44M Sell
2,290
-55
-2% -$18.3K 0.9% 19
2025
Q1 		$1.66M Buy
+2,345
New +$835K 0.69% 30

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $336B AUM 34.66% 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

Greenberg Financial Group's CAT Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Caterpillar (CAT) in Q4 2025: 2,865 shares worth $1.64M. The stake represents 0.68% of the portfolio and ranks #30 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in CAT as recently as Q2 2025.

Greenberg Financial Group first reported a position in CAT in Q1 2025 and has held it in 3 quarters since. The position peaked at $2.44M in Q2 2025. 3,526 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Greenberg Financial Group held 2,865 shares of Caterpillar worth $1.64M as of Q4 2025.
  • Caterpillar was a new Greenberg Financial Group position in Q4 2025.
  • Caterpillar made up 0.68% of Greenberg Financial Group's portfolio in Q4 2025, its #30 holding.
  • Greenberg Financial Group first reported a position in Caterpillar in Q1 2025 and has held it in 3 quarters since.
  • Greenberg Financial Group's Caterpillar position peaked at $2.44M in Q2 2025.
  • 3,526 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.