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Nalls Sherbakoff Group’s Caterpillar CAT Stock Holding History

Nalls Sherbakoff 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 		$55.1K Hold
96
– – 0.04% 189
2025
Q3 		$45.9K Hold
96
– – 0.03% 213
2025
Q2 		$37.3K Sell
96
-61
-39% -$20.3K 0.03% 227
2025
Q1 		$51.8K Buy
+157
New +$55.9K 0.04% 182
2023
Q4 		$74.2K Sell
251
-350
-58% -$90.8K 0.07% 136
2023
Q3 		$164K Buy
601
+100
+20% +$27.1K 0.16% 89
2023
Q2 		$103K Buy
501
+250
+100% +$55.7K 0.1% 110
2023
Q1 		$56.4K Buy
+251
New +$60.7K 0.06% 154

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

Nalls Sherbakoff Group's CAT Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Caterpillar (CAT) position steady in Q4 2025 at 96 shares worth $55.1K. The position accounts for 0.04% of the portfolio, ranked #189.

Nalls Sherbakoff Group first reported a position in CAT in Q1 2023 and has held it in 8 quarters since. The position peaked at $164K in Q3 2023. 3,524 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Nalls Sherbakoff Group held 96 shares of Caterpillar worth $55.1K as of Q4 2025.
  • Nalls Sherbakoff Group left its Caterpillar share count unchanged in Q4 2025.
  • Caterpillar made up 0.04% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #189 holding.
  • Nalls Sherbakoff Group first reported a position in Caterpillar in Q1 2023 and has held it in 8 quarters since.
  • Nalls Sherbakoff Group's Caterpillar position peaked at $164K in Q3 2023.
  • 3,524 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.