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Morningstar Investment Management’s Caterpillar CAT Stock Holding History

Morningstar Investment 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 		– Sell
-8,306
Closed -$3.96M – 346
2025
Q3 		$3.96M Buy
+8,306
New +$3.55M 0.15% 166
2025
Q1 		– Sell
-1,348
Closed -$489K – 98
2024
Q4 		$489K Hold
1,348
– – 0.04% 127
2024
Q3 		$531K Sell
1,348
-776
-37% -$268K 0.05% 134
2024
Q2 		$708K Hold
2,124
– – 0.07% 106
2024
Q1 		$778K Hold
2,124
– – 0.08% 100
2023
Q4 		$628K Buy
2,124
+17
+0.8% +$4.41K 0.07% 113
2023
Q3 		$575K Hold
2,107
– – 0.08% 91
2023
Q2 		$518K Buy
+2,107
New +$470K 0.07% 99

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

Morningstar Investment Management's CAT Position: Q4 2025 in Review

Morningstar Investment Management sold out of Caterpillar (CAT) in Q4 2025, closing a stake of 8,306 shares — an estimated $3.96M sold.

Morningstar Investment Management first reported a position in CAT in Q2 2023 and held it in 8 quarters. The position peaked at $3.96M in Q3 2025. 3,529 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Morningstar Investment Management reported no remaining Caterpillar position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 8,306 Caterpillar shares in Q4 2025, an estimated $3.96M.
  • Morningstar Investment Management first reported a position in Caterpillar in Q2 2023 and held it in 8 quarters.
  • Morningstar Investment Management's Caterpillar position peaked at $3.96M in Q3 2025.
  • 3,529 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.