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Middleton & Co’s Caterpillar CAT Stock Holding History

Middleton & Co’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
-490
Closed -$234K – 164
2025
Q3 		$234K Buy
+490
New +$209K 0.03% 154
2024
Q4 		– Sell
-840
Closed -$329K – 159
2024
Q3 		$329K Hold
840
– – 0.04% 134
2024
Q2 		$280K Hold
840
– – 0.03% 139
2024
Q1 		$308K Sell
840
-250
-23% -$79.9K 0.04% 142
2023
Q4 		$322K Hold
1,090
– – 0.04% 128
2023
Q3 		$298K Hold
1,090
– – 0.04% 126
2023
Q2 		$268K Hold
1,090
– – 0.04% 135
2023
Q1 		$249K Hold
1,090
– – 0.04% 139
2022
Q4 		$261K Buy
+1,090
New +$237K 0.04% 142

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

Middleton & Co's CAT Position: Q4 2025 in Review

Middleton & Co sold out of Caterpillar (CAT) in Q4 2025, closing a stake of 490 shares — an estimated $234K sold.

Middleton & Co first reported a position in CAT in Q4 2022 and held it in 9 quarters. The position peaked at $329K in Q3 2024. 3,529 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Middleton & Co reported no remaining Caterpillar position as of Q4 2025 after selling out during the quarter.
  • Middleton & Co sold 490 Caterpillar shares in Q4 2025, an estimated $234K.
  • Middleton & Co first reported a position in Caterpillar in Q4 2022 and held it in 9 quarters.
  • Middleton & Co's Caterpillar position peaked at $329K in Q3 2024.
  • 3,529 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Middleton & Co's 13F filing for Q4 2025, filed 29 Jan 2026.