MSF
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Mustard Seed Financial’s Caterpillar CAT Stock Holding History

Mustard Seed Financial’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
-1,592
Closed -$760K – 88
2025
Q3 		$760K Hold
1,592
– – 0.49% 41
2025
Q2 		$618K Hold
1,592
– – 0.45% 43
2025
Q1 		$525K Hold
1,592
– – 0.42% 44
2024
Q4 		$578K Sell
1,592
-295
-16% -$114K 0.47% 42
2024
Q3 		$738K Buy
1,887
+51
+3% +$17.6K 0.61% 38
2024
Q2 		$612K Sell
1,836
-13
-0.7% -$4.51K 0.59% 37
2024
Q1 		$678K Buy
1,849
+13
+0.7% +$4.16K 0.68% 38
2023
Q4 		$543K Buy
+1,836
New +$476K 0.61% 37

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

Mustard Seed Financial's CAT Position: Q4 2025 in Review

Mustard Seed Financial sold out of Caterpillar (CAT) in Q4 2025, closing a stake of 1,592 shares — an estimated $760K sold.

Mustard Seed Financial first reported a position in CAT in Q4 2023 and held it in 8 quarters. The position peaked at $760K in Q3 2025. 3,524 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Mustard Seed Financial reported no remaining Caterpillar position as of Q4 2025 after selling out during the quarter.
  • Mustard Seed Financial sold 1,592 Caterpillar shares in Q4 2025, an estimated $760K.
  • Mustard Seed Financial first reported a position in Caterpillar in Q4 2023 and held it in 8 quarters.
  • Mustard Seed Financial's Caterpillar position peaked at $760K in Q3 2025.
  • 3,524 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Mustard Seed Financial's 13F filing for Q4 2025, filed 23 Jan 2026.