RC
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Rovin Capital’s Caterpillar CAT Stock Holding History

Rovin Capital’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 		$430K Sell
751
-5
-0.7% -$2.78K 0.11% 134
2025
Q3 		$360K Buy
756
+138
+22% +$58.9K 0.1% 152
2025
Q2 		$240K Buy
+618
New +$206K 0.07% 176

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

Rovin Capital's CAT Position: Q4 2025 in Review

Rovin Capital reduced its Caterpillar (CAT) stake by 0.66% in Q4 2025, selling an estimated $2.78K and leaving 751 shares worth $430K. The position accounts for 0.11% of the portfolio, ranked #134.

Rovin Capital first reported a position in CAT in Q2 2025 and has held it in 3 quarters since. 3,522 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Rovin Capital held 751 shares of Caterpillar worth $430K as of Q4 2025.
  • Rovin Capital sold 5 Caterpillar shares in Q4 2025, an estimated $2.78K.
  • Caterpillar made up 0.11% of Rovin Capital's portfolio in Q4 2025, its #134 holding.
  • Rovin Capital first reported a position in Caterpillar in Q2 2025 and has held it in 3 quarters since.
  • 3,522 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Rovin Capital's 13F filing for Q4 2025, filed 9 Feb 2026.