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Gries Financial’s Caterpillar CAT Stock Holding History

Gries Financial’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 		$816K Buy
1,710
+493
+41% +$210K 0.13% 146
2025
Q2 		$472K Buy
1,217
+18
+2% +$6K 0.09% 176
2025
Q1 		$395K Buy
1,199
+143
+14% +$50.9K 0.08% 182
2024
Q4 		$383K Sell
1,056
-552
-34% -$214K 0.07% 183
2024
Q3 		$629K Buy
1,608
+978
+155% +$338K 0.12% 149
2024
Q2 		$210K Sell
630
-1,608
-72% -$558K 0.04% 229
2024
Q1 		$820K Buy
+2,238
New +$715K 0.14% 133
2023
Q1 		– Sell
-984
Closed -$236K – 169
2022
Q4 		$236K Buy
+984
New +$214K 0.08% 141
2021
Q3 		– Sell
-1,890
Closed -$387K – 164
2021
Q2 		$387K Buy
1,890
+6
+0.3% +$1.39K 0.12% 118
2021
Q1 		$452K Buy
+1,884
New +$390K 0.14% 113

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

Gries Financial's CAT Position: Q3 2025 in Review

Gries Financial increased its Caterpillar (CAT) stake by 41% in Q3 2025, buying an estimated $210K and bringing the position to 1,710 shares worth $816K. The position accounts for 0.13% of the portfolio, ranked #146.

Gries Financial first reported a position in CAT in Q1 2021 and has held it in 10 quarters since. The position peaked at $820K in Q1 2024. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Gries Financial held 1,710 shares of Caterpillar worth $816K as of Q3 2025.
  • Gries Financial bought 493 Caterpillar shares in Q3 2025, an estimated $210K.
  • Caterpillar made up 0.13% of Gries Financial's portfolio in Q3 2025, its #146 holding.
  • Gries Financial first reported a position in Caterpillar in Q1 2021 and has held it in 10 quarters since.
  • Gries Financial's Caterpillar position peaked at $820K in Q1 2024.
  • 3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.