PPH
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Pure Portfolios Holdings’s Caterpillar CAT Stock Holding History

Pure Portfolios Holdings’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 		$512K Buy
894
+3
+0.3% +$1.67K 0.15% 61
2025
Q3 		$425K Buy
891
+200
+29% +$85.4K 0.13% 68
2025
Q2 		$268K Hold
691
– – 0.09% 86
2025
Q1 		$228K Buy
691
+95
+16% +$33.8K 0.08% 90
2024
Q4 		$216K Sell
596
-50
-8% -$19.4K 0.08% 97
2024
Q3 		$253K Buy
+646
New +$223K 0.1% 93

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

Pure Portfolios Holdings's CAT Position: Q4 2025 in Review

Pure Portfolios Holdings increased its Caterpillar (CAT) stake by 0.34% in Q4 2025, buying an estimated $1.67K and bringing the position to 894 shares worth $512K. The position accounts for 0.15% of the portfolio, ranked #61.

Pure Portfolios Holdings first reported a position in CAT in Q3 2024 and has held it in 6 quarters since. 3,522 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Pure Portfolios Holdings held 894 shares of Caterpillar worth $512K as of Q4 2025.
  • Pure Portfolios Holdings bought 3 Caterpillar shares in Q4 2025, an estimated $1.67K.
  • Caterpillar made up 0.15% of Pure Portfolios Holdings's portfolio in Q4 2025, its #61 holding.
  • Pure Portfolios Holdings first reported a position in Caterpillar in Q3 2024 and has held it in 6 quarters since.
  • 3,522 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Pure Portfolios Holdings's 13F filing for Q4 2025, filed 30 Jan 2026.