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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 $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

Meritage Portfolio Management's CAT Position: Q4 2025 in Review

Meritage Portfolio Management held its Caterpillar (CAT) position steady in Q4 2025 at 792 shares worth $454K. The position accounts for 0.03% of the portfolio, ranked #232.

Meritage Portfolio Management first reported a position in CAT in Q1 2021 and has held it in 8 quarters since. 3,532 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Meritage Portfolio Management held 792 shares of Caterpillar worth $454K as of Q4 2025.
  • Meritage Portfolio Management left its Caterpillar share count unchanged in Q4 2025.
  • Caterpillar made up 0.03% of Meritage Portfolio Management's portfolio in Q4 2025, its #232 holding.
  • Meritage Portfolio Management first reported a position in Caterpillar in Q1 2021 and has held it in 8 quarters since.
  • 3,532 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.