Regatta Capital Group’s Caterpillar CAT Stock Holding History

Regatta Capital Group’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
2026 Q1	$798K	Buy	1,126 +8	+0.7%	+$5.54K	0.12%	108
2025 Q4	$640K	Sell	1,118 -10	-0.9%	-$5.56K	0.1%	123
2025 Q3	$538K	Sell	1,128 -82	-7%	-$35K	0.09%	137
2025 Q2	$470K	Sell	1,210 -9	-0.7%	-$3K	0.08%	145
2025 Q1	$402K	Buy	1,219 +1	+0.1%	+$356	0.08%	138
2024 Q4	$442K	Sell	1,218 -41	-3%	-$15.9K	0.09%	124
2024 Q3	$492K	Buy	1,259 +6	+0.5%	+$2.07K	0.1%	126
2024 Q2	$417K	Buy	1,253 +57	+5%	+$19.8K	0.09%	131
2024 Q1	$438K	Buy	1,196 +24	+2%	+$7.67K	0.1%	127
2023 Q4	$347K	Hold	1,172	–	–	0.09%	133
2023 Q3	$320K	Hold	1,172	–	–	0.1%	131
2023 Q2	$288K	Sell	1,172 -230	-16%	-$51.3K	0.09%	139
2023 Q1	$336K	Hold	1,402	–	–	0.12%	135
2022 Q4	$336K	Buy	1,402 +107	+8%	+$23.3K	0.12%	135
2022 Q3	$231K	Hold	1,295	–	–	0.09%	150
2022 Q2	$231K	Buy	1,295 +13	+1%	+$2.74K	0.11%	139
2022 Q1	$286K	Sell	1,282 -299	-19%	-$62.7K	0.1%	145
2021 Q4	$327K	Buy	+1,581	New	+$318K	0.11%	140

Other funds holding CAT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return