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HITE Hedge Asset Management’s Caterpillar CAT Stock Holding History

HITE Hedge Asset 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
2025
Q4 		– Sell
-18,322
Closed -$8.74M – 126
2025
Q3 		$8.74M Sell
18,322
-12,030
-40% -$5.14M 0.47% 46
2025
Q2 		$11.8M Buy
30,352
+21,535
+244% +$7.18M 0.68% 39
2025
Q1 		$2.91M Sell
8,817
-2,360
-21% -$841K 0.18% 79
2024
Q4 		$4.05M Buy
+11,177
New +$4.33M 0.3% 66
2020
Q2 		– Sell
-20,530
Closed -$2.38M – 95
2020
Q1 		$2.38M Buy
+20,530
New +$2.62M 0.76% 26

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 $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

HITE Hedge Asset Management's CAT Position: Q4 2025 in Review

HITE Hedge Asset Management sold out of Caterpillar (CAT) in Q4 2025, closing a stake of 18,322 shares — an estimated $8.74M sold.

HITE Hedge Asset Management first reported a position in CAT in Q1 2020 and held it in 5 quarters. The position peaked at $11.8M in Q2 2025. 3,529 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • HITE Hedge Asset Management reported no remaining Caterpillar position as of Q4 2025 after selling out during the quarter.
  • HITE Hedge Asset Management sold 18,322 Caterpillar shares in Q4 2025, an estimated $8.74M.
  • HITE Hedge Asset Management first reported a position in Caterpillar in Q1 2020 and held it in 5 quarters.
  • HITE Hedge Asset Management's Caterpillar position peaked at $11.8M in Q2 2025.
  • 3,529 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on HITE Hedge Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.