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Knollwood Investment Advisory’s Caterpillar CAT Stock Holding History

Knollwood Investment Advisory’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
-700
Closed -$272K – 354
2025
Q2 		$272K Hold
700
– – 0.03% 320
2025
Q1 		$231K Hold
700
– – 0.03% 336
2024
Q4 		$254K Hold
700
– – 0.03% 328
2024
Q3 		$274K Hold
700
– – 0.03% 326
2024
Q2 		$233K Buy
+700
New +$243K 0.03% 333

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

Knollwood Investment Advisory's CAT Position: Q3 2025 in Review

Knollwood Investment Advisory sold out of Caterpillar (CAT) in Q3 2025, closing a stake of 700 shares — an estimated $272K sold.

Knollwood Investment Advisory first reported a position in CAT in Q2 2024 and held it in 5 quarters. The position peaked at $274K in Q3 2024. 3,144 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Knollwood Investment Advisory reported no remaining Caterpillar position as of Q3 2025 after selling out during the quarter.
  • Knollwood Investment Advisory sold 700 Caterpillar shares in Q3 2025, an estimated $272K.
  • Knollwood Investment Advisory first reported a position in Caterpillar in Q2 2024 and held it in 5 quarters.
  • Knollwood Investment Advisory's Caterpillar position peaked at $274K in Q3 2024.
  • 3,144 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Knollwood Investment Advisory's 13F filing for Q3 2025, filed 14 Nov 2025.