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Ridgewood Investments’s Caterpillar CAT Stock Holding History

Ridgewood Investments’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 		– Sell
-85
Closed -$33K – 266
2025
Q2 		$33K Buy
85
+13
+18% +$4.33K 0.01% 386
2025
Q1 		$23.7K Buy
72
+62
+620% +$22.1K 0.01% 406
2024
Q4 		$3.63K Buy
+10
New +$3.88K ﹤0.01% 608
2023
Q3 		– Sell
-99
Closed -$24.4K – 257
2023
Q2 		$24.4K Sell
99
-39
-28% -$8.7K 0.01% 422
2023
Q1 		$31.6K Buy
+138
New +$33.4K 0.02% 405
2021
Q1 		– Sell
-1,589
Closed -$237K – 194
2020
Q4 		$237K Hold
1,589
– – 0.19% 141
2020
Q3 		$237K Sell
1,589
-40
-2% -$5.62K 0.19% 142
2020
Q2 		$206K Buy
+1,629
New +$193K 0.17% 154
2019
Q1 		– Sell
-2,118
Closed -$323K – 190
2018
Q4 		$323K Hold
2,118
– – 0.26% 113
2018
Q3 		$323K Sell
2,118
-1,116
-35% -$158K 0.26% 114
2018
Q2 		$439K Hold
3,234
– – 0.39% 75
2018
Q1 		$477K Sell
3,234
-103
-3% -$16.3K 0.44% 63
2017
Q4 		$526K Sell
3,337
-302
-8% -$41.9K 0.47% 62
2017
Q3 		$454K Sell
3,639
-70
-2% -$8.06K 0.43% 67
2017
Q2 		$399K Sell
3,709
-92
-2% -$9.35K 0.4% 70
2017
Q1 		$353K Buy
3,801
+557
+17% +$52.7K 0.38% 76
2016
Q4 		$300K Buy
+3,244
New +$294K 0.35% 75

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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ridgewood Investments's CAT Position: Q3 2025 in Review

Ridgewood Investments sold out of Caterpillar (CAT) in Q3 2025, closing a stake of 85 shares — an estimated $33K sold.

Ridgewood Investments first reported a position in CAT in Q4 2016 and held it in 17 quarters. The position peaked at $526K in Q4 2017. 3,151 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Ridgewood Investments reported no remaining Caterpillar position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 85 Caterpillar shares in Q3 2025, an estimated $33K.
  • Ridgewood Investments first reported a position in Caterpillar in Q4 2016 and held it in 17 quarters.
  • Ridgewood Investments's Caterpillar position peaked at $526K in Q4 2017.
  • 3,151 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.