Neo Ivy Capital Management’s Caterpillar CAT Stock Holding History

Neo Ivy Capital 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	-1,266	Closed	-$604K	–	366
2025 Q3	$604K	Buy	+1,266	New	+$540K	0.15%	191
2024 Q3	–	Sell	-8,684	Closed	-$2.89M	–	286
2024 Q2	$2.89M	Buy	+8,684	New	+$3.01M	0.57%	90
2023 Q4	–	Sell	-1,760	Closed	-$480K	–	305
2023 Q3	$480K	Buy	+1,760	New	+$477K	0.21%	157
2022 Q1	–	Sell	-231	Closed	-$48K	–	496
2021 Q4	$48K	Buy	+231	New	+$46.5K	0.07%	288
2021 Q3	–	Sell	-936	Closed	-$204K	–	479
2021 Q2	$204K	Buy	936 +921	+6,140%	+$213K	0.21%	183
2021 Q1	$3K	Buy	+15	New	+$3.1K	﹤0.01%	447

Other funds holding CAT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Neo Ivy Capital Management's CAT Position: Q4 2025 in Review

Neo Ivy Capital Management sold out of Caterpillar (CAT) in Q4 2025, closing a stake of 1,266 shares — an estimated $604K sold.

Neo Ivy Capital Management first reported a position in CAT in Q1 2021 and held it in 6 quarters. The position peaked at $2.89M in Q2 2024. 3,529 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

Neo Ivy Capital Management reported no remaining Caterpillar position as of Q4 2025 after selling out during the quarter.
Neo Ivy Capital Management sold 1,266 Caterpillar shares in Q4 2025, an estimated $604K.
Neo Ivy Capital Management first reported a position in Caterpillar in Q1 2021 and held it in 6 quarters.
Neo Ivy Capital Management's Caterpillar position peaked at $2.89M in Q2 2024.
3,529 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Neo Ivy Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.