Nicolet Advisory Services’s Caterpillar CAT Stock Holding History

Nicolet Advisory Services’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	$3.58M	Buy	5,691 +754	+15%	+$419K	0.24%	60
2025 Q3	$2.4M	Buy	4,937 +45	+0.9%	+$19.2K	0.19%	69
2025 Q2	$2.1M	Buy	4,892 +1,006	+26%	+$335K	0.18%	74
2025 Q1	$1.12M	Buy	3,886 +19	+0.5%	+$6.77K	0.11%	95
2024 Q4	$1.36M	Sell	3,867 -25	-0.6%	-$9.7K	0.12%	87
2024 Q3	$1.52M	Sell	3,892 -9	-0.2%	-$3.11K	0.14%	76
2024 Q2	$1.28M	Buy	3,901 +51	+1%	+$17.7K	0.12%	83
2024 Q1	$1.43M	Buy	3,850 +567	+17%	+$181K	0.15%	76
2023 Q4	$948K	Buy	3,283 +3	+0.1%	+$778	0.1%	99
2023 Q3	$869K	Buy	3,280 +6	+0.2%	+$1.63K	0.1%	109
2023 Q2	$788K	Buy	3,274 +589	+22%	+$131K	0.09%	110
2023 Q1	$562K	Buy	2,685 +899	+50%	+$217K	0.06%	139
2022 Q4	$448K	Sell	1,786 -5	-0.3%	-$1.09K	0.06%	135
2022 Q3	$320K	Sell	1,791 -33	-2%	-$6.03K	0.05%	131
2022 Q2	$329K	Sell	1,824 -11	-0.6%	-$2.32K	0.05%	130
2022 Q1	$398K	Sell	1,835 -15	-0.8%	-$3.15K	0.05%	121
2021 Q4	$383K	Sell	1,850 -464	-20%	-$93.4K	0.05%	127
2021 Q3	$447K	Buy	2,314 +536	+30%	+$112K	0.06%	123
2021 Q2	$387K	Sell	1,778 -79	-4%	-$18.2K	0.05%	122
2021 Q1	$430K	Sell	1,857 -182	-9%	-$37.7K	0.06%	115
2020 Q4	$371K	Sell	2,039 -177	-8%	-$30K	0.05%	121
2020 Q3	$331K	Sell	2,216 -1,373	-38%	-$193K	0.05%	119
2020 Q2	$454K	Sell	3,589 -13	-0.4%	-$1.54K	0.07%	119
2020 Q1	$418K	Buy	3,602 +1,537	+74%	+$196K	0.07%	119
2019 Q4	$305K	Buy	2,065 +60	+3%	+$8.37K	0.05%	133
2019 Q3	$253K	Buy	2,005 +349	+21%	+$44.3K	0.04%	142
2019 Q2	$226K	Buy	+1,656	New	+$219K	0.03%	143

Other funds holding CAT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Nicolet Advisory Services's CAT Position: Q4 2025 in Review

Nicolet Advisory Services increased its Caterpillar (CAT) stake by 15% in Q4 2025, buying an estimated $419K and bringing the position to 5,691 shares worth $3.58M. The position accounts for 0.24% of the portfolio, ranked #60.

Nicolet Advisory Services first reported a position in CAT in Q2 2019 and has held it in 27 quarters since. 3,522 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

Nicolet Advisory Services held 5,691 shares of Caterpillar worth $3.58M as of Q4 2025.
Nicolet Advisory Services bought 754 Caterpillar shares in Q4 2025, an estimated $419K.
Caterpillar made up 0.24% of Nicolet Advisory Services's portfolio in Q4 2025, its #60 holding.
Nicolet Advisory Services first reported a position in Caterpillar in Q2 2019 and has held it in 27 quarters since.
3,522 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.