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Motiv8 Investments’s Caterpillar CAT Stock Holding History

Motiv8 Investments’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 		$2.25M Sell
3,926
-464
-11% -$258K 1.23% 15
2025
Q3 		$2.09M Buy
4,390
+128
+3% +$54.6K 1.11% 26
2025
Q2 		$1.65M Hold
4,262
– – 1.01% 26
2025
Q1 		$1.41M Hold
4,262
– – 0.93% 31
2024
Q4 		$1.55M Sell
4,262
-437
-9% -$169K 1.08% 23
2024
Q3 		$1.84M Hold
4,699
– – 1.24% 16
2024
Q2 		$1.57M Sell
4,699
-322
-6% -$112K 1.16% 23
2024
Q1 		$1.84M Sell
5,021
-133
-3% -$42.5K 1.43% 17
2023
Q4 		$1.52M Buy
+5,154
New +$1.34M 1.36% 17

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

Motiv8 Investments's CAT Position: Q4 2025 in Review

Motiv8 Investments reduced its Caterpillar (CAT) stake by 11% in Q4 2025, selling an estimated $258K and leaving 3,926 shares worth $2.25M. The position accounts for 1.23% of the portfolio, ranked #15.

Motiv8 Investments first reported a position in CAT in Q4 2023 and has held it in 9 quarters since. 3,531 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Motiv8 Investments held 3,926 shares of Caterpillar worth $2.25M as of Q4 2025.
  • Motiv8 Investments sold 464 Caterpillar shares in Q4 2025, an estimated $258K.
  • Caterpillar made up 1.23% of Motiv8 Investments's portfolio in Q4 2025, its #15 holding.
  • Motiv8 Investments first reported a position in Caterpillar in Q4 2023 and has held it in 9 quarters since.
  • 3,531 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Motiv8 Investments's 13F filing for Q4 2025, filed 13 Feb 2026.