RA
CAT icon

Ransom Advisory’s Caterpillar CAT Stock Holding History

Ransom Advisory’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 		$613K Sell
1,070
-125
-10% -$69.5K 0.24% 73
2025
Q3 		$570K Sell
1,195
-50
-4% -$21.3K 0.26% 64
2025
Q2 		$483K Sell
1,245
-50
-4% -$16.7K 0.23% 75
2025
Q1 		$427K Sell
1,295
-100
-7% -$35.6K 0.21% 86
2024
Q4 		$506K Buy
1,395
+25
+2% +$9.7K 0.23% 80
2024
Q3 		$536K Hold
1,370
– – 0.25% 79
2024
Q2 		$456K Sell
1,370
-55
-4% -$19.1K 0.23% 85
2024
Q1 		$522K Buy
+1,425
New +$455K 0.28% 75

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

Ransom Advisory's CAT Position: Q4 2025 in Review

Ransom Advisory reduced its Caterpillar (CAT) stake by 10% in Q4 2025, selling an estimated $69.5K and leaving 1,070 shares worth $613K. The position accounts for 0.24% of the portfolio, ranked #73.

Ransom Advisory first reported a position in CAT in Q1 2024 and has held it in 8 quarters since. 3,524 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Ransom Advisory held 1,070 shares of Caterpillar worth $613K as of Q4 2025.
  • Ransom Advisory sold 125 Caterpillar shares in Q4 2025, an estimated $69.5K.
  • Caterpillar made up 0.24% of Ransom Advisory's portfolio in Q4 2025, its #73 holding.
  • Ransom Advisory first reported a position in Caterpillar in Q1 2024 and has held it in 8 quarters since.
  • 3,524 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.