NP
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Ninepoint Partners’s Caterpillar CAT Stock Holding History

Ninepoint Partners’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 		$524K Buy
914
+333
+57% +$185K 0.06% 111
2025
Q3 		$277K Buy
+581
New +$248K 0.04% 104

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

Ninepoint Partners's CAT Position: Q4 2025 in Review

Ninepoint Partners increased its Caterpillar (CAT) stake by 57% in Q4 2025, buying an estimated $185K and bringing the position to 914 shares worth $524K. The position accounts for 0.06% of the portfolio, ranked #111.

Ninepoint Partners first reported a position in CAT in Q3 2025 and has held it in 2 quarters since. 3,522 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Ninepoint Partners held 914 shares of Caterpillar worth $524K as of Q4 2025.
  • Ninepoint Partners bought 333 Caterpillar shares in Q4 2025, an estimated $185K.
  • Caterpillar made up 0.06% of Ninepoint Partners's portfolio in Q4 2025, its #111 holding.
  • Ninepoint Partners first reported a position in Caterpillar in Q3 2025 and has held it in 2 quarters since.
  • 3,522 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Ninepoint Partners's 13F filing for Q4 2025, filed 17 Feb 2026.