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Pineridge Advisors’s Caterpillar CAT Stock Holding History

Pineridge Advisors’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 		$55.8K Hold
117
– – 0.02% 98
2025
Q2 		$45.4K Hold
117
– – 0.02% 109
2025
Q1 		$38.6K Sell
117
-51
-30% -$18.2K 0.02% 122
2024
Q4 		$60.9K Buy
168
+51
+44% +$19.8K 0.02% 119
2024
Q3 		$45.8K Sell
117
-3
-3% -$1.04K 0.02% 144
2024
Q2 		$40K Buy
120
+4
+3% +$1.39K 0.01% 153
2024
Q1 		$42.5K Sell
116
-7
-6% -$2.24K 0.02% 148
2023
Q4 		$36.4K Buy
+123
New +$31.9K 0.01% 194

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

Pineridge Advisors's CAT Position: Q3 2025 in Review

Pineridge Advisors held its Caterpillar (CAT) position steady in Q3 2025 at 117 shares worth $55.8K. The position accounts for 0.02% of the portfolio, ranked #98.

Pineridge Advisors first reported a position in CAT in Q4 2023 and has held it in 8 quarters since. The position peaked at $60.9K in Q4 2024. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Pineridge Advisors held 117 shares of Caterpillar worth $55.8K as of Q3 2025.
  • Pineridge Advisors left its Caterpillar share count unchanged in Q3 2025.
  • Caterpillar made up 0.02% of Pineridge Advisors's portfolio in Q3 2025, its #98 holding.
  • Pineridge Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's Caterpillar position peaked at $60.9K in Q4 2024.
  • 3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.