MPM
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MBB Public Markets’s Caterpillar CAT Stock Holding History

MBB Public Markets’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
-760
Closed -$295K – 105
2025
Q2 		$295K Sell
760
-177
-19% -$59K 0.03% 126
2025
Q1 		$309K Buy
+937
New +$334K 0.03% 365
2024
Q4 		– Sell
-900
Closed -$352K – 159
2024
Q3 		$352K Sell
900
-34,468
-97% -$11.9M 0.02% 187
2024
Q2 		$11.8M Buy
35,368
+33,827
+2,195% +$11.7M 0.24% 76
2024
Q1 		$565K Buy
+1,541
New +$493K 0.03% 137
2022
Q1 		– Sell
-4,682
Closed -$968K – 145
2021
Q4 		$968K Buy
+4,682
New +$943K 0.02% 147

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

MBB Public Markets's CAT Position: Q3 2025 in Review

MBB Public Markets sold out of Caterpillar (CAT) in Q3 2025, closing a stake of 760 shares — an estimated $295K sold.

MBB Public Markets first reported a position in CAT in Q4 2021 and held it in 6 quarters. The position peaked at $11.8M in Q2 2024. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • MBB Public Markets reported no remaining Caterpillar position as of Q3 2025 after selling out during the quarter.
  • MBB Public Markets sold 760 Caterpillar shares in Q3 2025, an estimated $295K.
  • MBB Public Markets first reported a position in Caterpillar in Q4 2021 and held it in 6 quarters.
  • MBB Public Markets's Caterpillar position peaked at $11.8M in Q2 2024.
  • 3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on MBB Public Markets's 13F filing for Q3 2025, filed 14 Nov 2025.