MFG
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MidWestOne Financial Group’s Caterpillar CAT Stock Holding History

MidWestOne Financial Group’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 		$4.54M Sell
7,927
-80
-1% -$44.5K 0.5% 36
2025
Q3 		$3.82M Buy
8,007
+20
+0.3% +$8.54K 0.46% 48
2025
Q2 		$3.1M Hold
7,987
– – 0.4% 58
2025
Q1 		$2.63M Buy
7,987
+68
+0.9% +$24.2K 0.37% 62
2024
Q4 		$2.87M Hold
7,919
– – 0.4% 57
2024
Q3 		$3.1M Hold
7,919
– – 0.43% 46
2024
Q2 		$2.64M Sell
7,919
-39
-0.5% -$13.5K 0.48% 47
2024
Q1 		$2.92M Hold
7,958
– – 0.52% 45
2023
Q4 		$2.35M Sell
7,958
-25
-0.3% -$6.49K 0.45% 56
2023
Q3 		$2.18M Sell
7,983
-61
-0.8% -$16.5K 0.49% 50
2023
Q2 		$1.98M Buy
8,044
+387
+5% +$86.3K 0.43% 54
2023
Q1 		$1.75M Buy
7,657
+1,535
+25% +$371K 0.4% 57
2022
Q4 		$1.47M Sell
6,122
-1,450
-19% -$316K 0.33% 65
2022
Q3 		$1.24M Buy
7,572
+25
+0.3% +$4.57K 0.32% 70
2022
Q2 		$1.35M Buy
7,547
+625
+9% +$132K 0.33% 64
2022
Q1 		$1.54M Sell
6,922
-117
-2% -$24.5K 0.33% 67
2021
Q4 		$1.46M Buy
7,039
+1,015
+17% +$204K 0.31% 79
2021
Q3 		$1.16M Sell
6,024
-1,015
-14% -$211K 0.27% 85
2021
Q2 		$1.53M Hold
7,039
– – 0.36% 65
2021
Q1 		$1.63M Buy
7,039
+1,015
+17% +$210K 0.4% 54
2020
Q4 		$1.1M Hold
6,024
– – 0.3% 79
2020
Q3 		$898K Hold
6,024
– – 0.3% 91
2020
Q2 		$762K Hold
6,024
– – 0.32% 63
2020
Q1 		$699K Hold
6,024
– – 0.26% 95
2019
Q4 		$889K Buy
6,024
+1,524
+34% +$213K 0.18% 97
2019
Q3 		$568K Hold
4,500
– – 0.18% 128
2019
Q2 		$613K Buy
+4,500
New +$595K 0.17% 144

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

MidWestOne Financial Group's CAT Position: Q4 2025 in Review

MidWestOne Financial Group reduced its Caterpillar (CAT) stake by 1% in Q4 2025, selling an estimated $44.5K and leaving 7,927 shares worth $4.54M. The position accounts for 0.5% of the portfolio, ranked #36.

MidWestOne Financial Group first reported a position in CAT in Q2 2019 and has held it in 27 quarters since. 3,522 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • MidWestOne Financial Group held 7,927 shares of Caterpillar worth $4.54M as of Q4 2025.
  • MidWestOne Financial Group sold 80 Caterpillar shares in Q4 2025, an estimated $44.5K.
  • Caterpillar made up 0.5% of MidWestOne Financial Group's portfolio in Q4 2025, its #36 holding.
  • MidWestOne Financial Group first reported a position in Caterpillar in Q2 2019 and has held it in 27 quarters since.
  • 3,522 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.