SFI
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SPC Financial Inc’s Caterpillar CAT Stock Holding History

SPC Financial Inc’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 		$469K Sell
982
-29
-3% -$12.4K 0.04% 175
2025
Q2 		$393K Hold
1,011
– – 0.03% 189
2025
Q1 		$333K Sell
1,011
-101
-9% -$36K 0.03% 201
2024
Q4 		$403K Buy
1,112
+97
+10% +$37.6K 0.04% 192
2024
Q3 		$397K Sell
1,015
-106
-9% -$36.6K 0.04% 193
2024
Q2 		$373K Buy
1,121
+471
+72% +$163K 0.03% 183
2024
Q1 		$238K Buy
+650
New +$208K 0.02% 214

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

SPC Financial Inc's CAT Position: Q3 2025 in Review

SPC Financial Inc reduced its Caterpillar (CAT) stake by 2.9% in Q3 2025, selling an estimated $12.4K and leaving 982 shares worth $469K. The position accounts for 0.04% of the portfolio, ranked #175.

SPC Financial Inc first reported a position in CAT in Q1 2024 and has held it in 7 quarters since. 3,144 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • SPC Financial Inc held 982 shares of Caterpillar worth $469K as of Q3 2025.
  • SPC Financial Inc sold 29 Caterpillar shares in Q3 2025, an estimated $12.4K.
  • Caterpillar made up 0.04% of SPC Financial Inc's portfolio in Q3 2025, its #175 holding.
  • SPC Financial Inc first reported a position in Caterpillar in Q1 2024 and has held it in 7 quarters since.
  • 3,144 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.