LTI
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Laffer Tengler Investments’s Caterpillar CAT Stock Holding History

Laffer Tengler Investments’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
-981
Closed -$468K – 183
2025
Q3 		$468K Sell
981
-570
-37% -$243K 0.07% 123
2025
Q2 		$602K Buy
1,551
+639
+70% +$213K 0.11% 113
2025
Q1 		$301K Hold
912
– – 0.06% 110
2024
Q4 		$331K Sell
912
-585
-39% -$227K 0.07% 107
2024
Q3 		$586K Hold
1,497
– – 0.12% 111
2024
Q2 		$499K Sell
1,497
-9
-0.6% -$3.12K 0.11% 117
2024
Q1 		$552K Buy
1,506
+625
+71% +$200K 0.14% 106
2023
Q4 		$260K Hold
881
– – 0.07% 126
2023
Q3 		$241K Hold
881
– – 0.07% 127
2023
Q2 		$217K Sell
881
-3,607
-80% -$804K 0.06% 192
2023
Q1 		$1.03M Buy
4,488
+114
+3% +$27.6K 0.28% 99
2022
Q4 		$1.05M Sell
4,374
-703
-14% -$153K 0.3% 94
2022
Q3 		$833K Buy
5,077
+109
+2% +$19.9K 0.31% 97
2022
Q2 		$888K Sell
4,968
-109
-2% -$23K 0.31% 99
2022
Q1 		$1.13M Buy
5,077
+1,077
+27% +$226K 0.34% 98
2021
Q4 		$827K Buy
4,000
+284
+8% +$57.2K 0.24% 115
2021
Q3 		$713K Buy
3,716
+2,365
+175% +$493K 0.21% 124
2021
Q2 		$294K Sell
1,351
-416
-24% -$96.1K 0.11% 135
2021
Q1 		$410K Buy
1,767
+616
+54% +$128K 0.16% 108
2020
Q4 		$207K Buy
1,151
+286
+33% +$48.5K 0.09% 148
2020
Q3 		$129K Hold
865
– – 0.06% 164
2020
Q2 		$109K Buy
+865
New +$103K 0.06% 154
2019
Q2 		– Sell
-19,734
Closed -$2.67M – 114
2019
Q1 		$2.67M Hold
19,734
– – 0.72% 53
2018
Q4 		$2.51M Hold
19,734
– – 0.74% 45
2018
Q3 		$3.01M Hold
19,734
– – 0.75% 37
2018
Q2 		$2.68M Hold
19,734
– – 0.68% 48
2018
Q1 		$2.91M Buy
+19,734
New +$3.12M 0.72% 34

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

Laffer Tengler Investments's CAT Position: Q4 2025 in Review

Laffer Tengler Investments sold out of Caterpillar (CAT) in Q4 2025, closing a stake of 981 shares — an estimated $468K sold.

Laffer Tengler Investments first reported a position in CAT in Q1 2018 and held it in 27 quarters. The position peaked at $3.01M in Q3 2018. 3,529 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Laffer Tengler Investments reported no remaining Caterpillar position as of Q4 2025 after selling out during the quarter.
  • Laffer Tengler Investments sold 981 Caterpillar shares in Q4 2025, an estimated $468K.
  • Laffer Tengler Investments first reported a position in Caterpillar in Q1 2018 and held it in 27 quarters.
  • Laffer Tengler Investments's Caterpillar position peaked at $3.01M in Q3 2018.
  • 3,529 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Laffer Tengler Investments's 13F filing for Q4 2025, filed 12 Feb 2026.