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Sonora Investment Management Group’s Caterpillar CAT Stock Holding History

Sonora Investment Management 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
2025
Q3 		$10.9M Buy
22,938
+919
+4% +$392K 0.78% 44
2025
Q2 		$8.55M Buy
22,019
+3,568
+19% +$1.19M 0.63% 50
2025
Q1 		$6.09M Buy
18,451
+2,654
+17% +$945K 0.48% 61
2024
Q4 		$5.73M Buy
15,797
+13,158
+499% +$5.1M 0.44% 63
2024
Q3 		$1.03M Sell
2,639
-2,338
-47% -$807K 0.08% 132
2024
Q2 		$1.82M Hold
4,977
– – 0.14% 115
2024
Q1 		$1.82M Sell
4,977
-110
-2% -$35.2K 0.14% 115
2023
Q4 		$1.5M Sell
5,087
-191
-4% -$49.5K 0.12% 117
2023
Q3 		$1.44M Buy
5,278
+147
+3% +$39.9K 0.12% 124
2023
Q2 		$1.26M Buy
5,131
+208
+4% +$46.4K 0.11% 125
2023
Q1 		$1.13M Sell
4,923
-400
-8% -$96.7K 0.1% 130
2022
Q4 		$1.28M Buy
5,323
+526
+11% +$115K 0.12% 121
2022
Q3 		$857K Hold
4,797
– – 0.11% 108
2022
Q2 		$857K Buy
4,797
+40
+0.8% +$8.43K 0.08% 138
2022
Q1 		$1.06M Buy
4,757
+211
+5% +$44.3K 0.12% 109
2021
Q4 		$940K Buy
+4,546
New +$915K 0.11% 111

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sonora Investment Management Group's CAT Position: Q3 2025 in Review

Sonora Investment Management Group increased its Caterpillar (CAT) stake by 4.2% in Q3 2025, buying an estimated $392K and bringing the position to 22,938 shares worth $10.9M. The position accounts for 0.78% of the portfolio, ranked #44.

Sonora Investment Management Group first reported a position in CAT in Q4 2021 and has held it in 16 quarters since. 3,144 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Sonora Investment Management Group held 22,938 shares of Caterpillar worth $10.9M as of Q3 2025.
  • Sonora Investment Management Group bought 919 Caterpillar shares in Q3 2025, an estimated $392K.
  • Caterpillar made up 0.78% of Sonora Investment Management Group's portfolio in Q3 2025, its #44 holding.
  • Sonora Investment Management Group first reported a position in Caterpillar in Q4 2021 and has held it in 16 quarters since.
  • 3,144 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.