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Perritt Capital Management’s Caterpillar CAT Stock Holding History

Perritt 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
-26
Closed -$12.4K – 113
2025
Q3 		$12.4K Hold
26
– – 0.01% 241
2025
Q2 		$10.1K Hold
26
– – 0.01% 265
2025
Q1 		$8.57K Buy
+26
New +$9.26K ﹤0.01% 269

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 $336B AUM 34.66% 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

Perritt Capital Management's CAT Position: Q4 2025 in Review

Perritt Capital Management sold out of Caterpillar (CAT) in Q4 2025, closing a stake of 26 shares — an estimated $12.4K sold.

Perritt Capital Management first reported a position in CAT in Q1 2025 and held it in 3 quarters. The position peaked at $12.4K in Q3 2025. 3,526 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Perritt Capital Management reported no remaining Caterpillar position as of Q4 2025 after selling out during the quarter.
  • Perritt Capital Management sold 26 Caterpillar shares in Q4 2025, an estimated $12.4K.
  • Perritt Capital Management first reported a position in Caterpillar in Q1 2025 and held it in 3 quarters.
  • Perritt Capital Management's Caterpillar position peaked at $12.4K in Q3 2025.
  • 3,526 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Perritt Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.