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Prudent Man Investment Management’s Caterpillar CAT Stock Holding History

Prudent Man Investment 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
-33
Closed -$12K – 174
2025
Q3 		$12K Hold
33
– – 0.01% 85
2025
Q2 		$12K Hold
33
– – 0.01% 85
2025
Q1 		$12K Hold
33
– – 0.01% 85
2024
Q4 		$12K Buy
+33
New +$12.8K 0.01% 85

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

Prudent Man Investment Management's CAT Position: Q4 2025 in Review

Prudent Man Investment Management sold out of Caterpillar (CAT) in Q4 2025, closing a stake of 33 shares — an estimated $12K sold.

Prudent Man Investment Management first reported a position in CAT in Q4 2024 and held it in 4 quarters. The position peaked at $12K in Q3 2025. 3,526 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Prudent Man Investment Management reported no remaining Caterpillar position as of Q4 2025 after selling out during the quarter.
  • Prudent Man Investment Management sold 33 Caterpillar shares in Q4 2025, an estimated $12K.
  • Prudent Man Investment Management first reported a position in Caterpillar in Q4 2024 and held it in 4 quarters.
  • Prudent Man Investment Management's Caterpillar position peaked at $12K in Q3 2025.
  • 3,526 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Prudent Man Investment Management's 13F filing for Q4 2025, filed 12 Feb 2026.