Sharper & Granite’s Caterpillar CAT Stock Holding History

Sharper & Granite’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	-600	Closed	-$239K	–	105
2025 Q2	$239K	Buy	+600	New	+$200K	0.09%	99

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Sharper & Granite's CAT Position: Q3 2025 in Review

Sharper & Granite sold out of Caterpillar (CAT) in Q3 2025, closing a stake of 600 shares — an estimated $239K sold.

Sharper & Granite first reported a position in CAT in Q2 2025 and held it in 1 quarter. The position peaked at $239K in Q2 2025. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

Sharper & Granite reported no remaining Caterpillar position as of Q3 2025 after selling out during the quarter.
Sharper & Granite sold 600 Caterpillar shares in Q3 2025, an estimated $239K.
Sharper & Granite first reported a position in Caterpillar in Q2 2025 and held it in 1 quarter.
Sharper & Granite's Caterpillar position peaked at $239K in Q2 2025.
3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Sharper & Granite's 13F filing for Q3 2025, filed 16 Oct 2025.