OF
CAT icon

Optimize Financial’s Caterpillar CAT Stock Holding History

Optimize 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
Q3 		– Sell
-644
Closed -$250K – 344
2025
Q2 		$250K Sell
644
-4
-0.6% -$1.33K 0.15% 185
2025
Q1 		$214K Buy
648
+24
+4% +$8.55K 0.15% 186
2024
Q4 		$226K Buy
+624
New +$242K 0.17% 189

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Optimize Financial's CAT Position: Q3 2025 in Review

Optimize Financial sold out of Caterpillar (CAT) in Q3 2025, closing a stake of 644 shares — an estimated $250K sold.

Optimize Financial first reported a position in CAT in Q4 2024 and held it in 3 quarters. The position peaked at $250K in Q2 2025. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Optimize Financial reported no remaining Caterpillar position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 644 Caterpillar shares in Q3 2025, an estimated $250K.
  • Optimize Financial first reported a position in Caterpillar in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Caterpillar position peaked at $250K in Q2 2025.
  • 3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.