Jarislowsky, Fraser Ltd’s Caterpillar CAT Stock Holding History

Jarislowsky, Fraser Ltd’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	$336K	Hold	705	–	–	﹤0.01%	175
2025 Q2	$274K	Hold	705	–	–	﹤0.01%	177
2025 Q1	$233K	Hold	705	–	–	﹤0.01%	181
2024 Q4	$256K	Hold	705	–	–	﹤0.01%	182
2024 Q3	$276K	Hold	705	–	–	﹤0.01%	177
2024 Q2	$235K	Sell	705 -367	-34%	-$127K	﹤0.01%	175
2024 Q1	$393K	Sell	1,072 -25	-2%	-$7.99K	﹤0.01%	168
2023 Q4	$324K	Hold	1,097	–	–	﹤0.01%	202
2023 Q3	$299K	Hold	1,097	–	–	﹤0.01%	175
2023 Q2	$270K	Hold	1,097	–	–	﹤0.01%	183
2023 Q1	$251K	Hold	1,097	–	–	﹤0.01%	188
2022 Q4	$263K	Buy	+1,097	New	+$239K	﹤0.01%	191
2021 Q1	–	Sell	-1,311	Closed	-$238K	–	222
2020 Q4	$238K	Buy	+1,311	New	+$222K	﹤0.01%	208

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jarislowsky, Fraser Ltd's CAT Position: Q3 2025 in Review

Jarislowsky, Fraser Ltd held its Caterpillar (CAT) position steady in Q3 2025 at 705 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #175.

Jarislowsky, Fraser Ltd first reported a position in CAT in Q4 2020 and has held it in 13 quarters since. The position peaked at $393K in Q1 2024. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

Jarislowsky, Fraser Ltd held 705 shares of Caterpillar worth $336K as of Q3 2025.
Jarislowsky, Fraser Ltd left its Caterpillar share count unchanged in Q3 2025.
Caterpillar made up ﹤0.01% of Jarislowsky, Fraser Ltd's portfolio in Q3 2025, its #175 holding.
Jarislowsky, Fraser Ltd first reported a position in Caterpillar in Q4 2020 and has held it in 13 quarters since.
Jarislowsky, Fraser Ltd's Caterpillar position peaked at $393K in Q1 2024.
3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Jarislowsky, Fraser Ltd's 13F filing for Q3 2025, filed 21 Oct 2025.