IC
CAT icon

Iconiq Capital’s Caterpillar CAT Stock Holding History

Iconiq Capital’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
-1,740
Closed -$675K – 149
2025
Q2 		$675K Buy
1,740
+269
+18% +$89.7K 0.01% 137
2025
Q1 		$485K Sell
1,471
-227
-13% -$80.9K 0.01% 174
2024
Q4 		$616K Buy
1,698
+467
+38% +$181K 0.01% 126
2024
Q3 		$481K Buy
+1,231
New +$425K 0.01% 90

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

Iconiq Capital's CAT Position: Q3 2025 in Review

Iconiq Capital sold out of Caterpillar (CAT) in Q3 2025, closing a stake of 1,740 shares — an estimated $675K sold.

Iconiq Capital first reported a position in CAT in Q3 2024 and held it in 4 quarters. The position peaked at $675K in Q2 2025. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Iconiq Capital reported no remaining Caterpillar position as of Q3 2025 after selling out during the quarter.
  • Iconiq Capital sold 1,740 Caterpillar shares in Q3 2025, an estimated $675K.
  • Iconiq Capital first reported a position in Caterpillar in Q3 2024 and held it in 4 quarters.
  • Iconiq Capital's Caterpillar position peaked at $675K in Q2 2025.
  • 3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Iconiq Capital's 13F filing for Q3 2025, filed 14 Nov 2025.