M1FG
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Mach-1 Financial Group’s Caterpillar CAT Stock Holding History

Mach-1 Financial Group’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
-447
Closed -$213K – 313
2025
Q3 		$213K Buy
+447
New +$191K 0.03% 217
2023
Q4 		– Sell
-2,687
Closed -$734K – 235
2023
Q3 		$734K Buy
+2,687
New +$729K 0.3% 76
2023
Q2 		– Sell
-32
Closed -$7.32K – 210
2023
Q1 		$7.32K Sell
32
-3,614
-99% -$874K 0.05% 157
2022
Q4 		$873K Buy
3,646
+3,574
+4,964% +$778K 0.29% 60
2022
Q3 		$11K Sell
72
-45
-38% -$8.22K 0.01% 212
2022
Q2 		$20K Buy
+117
New +$24.7K 0.01% 176

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

Mach-1 Financial Group's CAT Position: Q4 2025 in Review

Mach-1 Financial Group sold out of Caterpillar (CAT) in Q4 2025, closing a stake of 447 shares — an estimated $213K sold.

Mach-1 Financial Group first reported a position in CAT in Q2 2022 and held it in 6 quarters. The position peaked at $873K in Q4 2022. 3,529 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Mach-1 Financial Group reported no remaining Caterpillar position as of Q4 2025 after selling out during the quarter.
  • Mach-1 Financial Group sold 447 Caterpillar shares in Q4 2025, an estimated $213K.
  • Mach-1 Financial Group first reported a position in Caterpillar in Q2 2022 and held it in 6 quarters.
  • Mach-1 Financial Group's Caterpillar position peaked at $873K in Q4 2022.
  • 3,529 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.