Main Street Financial Solutions’s Caterpillar CAT Stock Holding History

Main Street Financial Solutions’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	$537K	Sell	938 -3,758	-80%	-$2.09M	0.04%	324
2025 Q3	$2.24M	Buy	4,696 +1,331	+40%	+$568K	0.14%	131
2025 Q2	$1.31M	Sell	3,365 -1,237	-27%	-$412K	0.09%	181
2025 Q1	$1.52M	Sell	4,602 -234	-5%	-$83.4K	0.13%	152
2024 Q4	$1.75M	Sell	4,836 -3,488	-42%	-$1.35M	0.17%	112
2024 Q3	$3.26M	Buy	8,324 +7,472	+877%	+$2.58M	0.3%	71
2024 Q2	$284K	Buy	852 +39	+5%	+$13.5K	0.03%	443
2024 Q1	$298K	Sell	813 -21	-3%	-$6.71K	0.03%	414
2023 Q4	$247K	Sell	834 -10	-1%	-$2.59K	0.03%	403
2023 Q3	$231K	Buy	+844	New	+$229K	0.03%	401
2022 Q1	–	Sell	-1,025	Closed	-$212K	–	447
2021 Q4	$212K	Buy	+1,025	New	+$206K	0.03%	437

Other funds holding CAT

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Main Street Financial Solutions's CAT Position: Q4 2025 in Review

Main Street Financial Solutions reduced its Caterpillar (CAT) stake by 80% in Q4 2025, selling an estimated $2.09M and leaving 938 shares worth $537K. The position accounts for 0.04% of the portfolio, ranked #324.

Main Street Financial Solutions first reported a position in CAT in Q4 2021 and has held it in 11 quarters since. The position peaked at $3.26M in Q3 2024. 3,522 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

Main Street Financial Solutions held 938 shares of Caterpillar worth $537K as of Q4 2025.
Main Street Financial Solutions sold 3,758 Caterpillar shares in Q4 2025, an estimated $2.09M.
Caterpillar made up 0.04% of Main Street Financial Solutions's portfolio in Q4 2025, its #324 holding.
Main Street Financial Solutions first reported a position in Caterpillar in Q4 2021 and has held it in 11 quarters since.
Main Street Financial Solutions's Caterpillar position peaked at $3.26M in Q3 2024.
3,522 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.