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Meritage Portfolio Management’s Caterpillar CAT Stock Holding History

Meritage Portfolio Management’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 		$454K Hold
792
– – 0.03% 232
2025
Q3 		$378K Buy
792
+214
+37% +$91.4K 0.03% 256
2025
Q2 		$224K Buy
+578
New +$193K 0.01% 309
2025
Q1 		– Sell
-595
Closed -$216K – 324
2024
Q4 		$216K Sell
595
-24
-4% -$9.31K 0.01% 314
2024
Q3 		$242K Buy
+619
New +$214K 0.01% 313
2024
Q2 		– Sell
-568
Closed -$208K – 334
2024
Q1 		$208K Buy
+568
New +$182K 0.01% 327
2021
Q3 		– Sell
-1,075
Closed -$234K – 322
2021
Q2 		$234K Hold
1,075
– – 0.01% 280
2021
Q1 		$249K Buy
+1,075
New +$223K 0.02% 251

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return