SPX Gestao de Recursos’s Caterpillar CAT Stock Holding History

SPX Gestao de Recursos’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	–	Sell	-2,800	Closed	-$1.34M	–	82
2025 Q3	$1.34M	Buy	+2,800	New	+$1.2M	0.11%	86
2022 Q2	–	Sell	-31,400	Closed	-$7M	–	74
2022 Q1	$7M	Buy	+31,400	New	+$6.59M	0.45%	40
2019 Q1	–	Sell	-80,000	Closed	-$10.2M	–	41
2018 Q4	$10.2M	Buy	+80,000	New	+$10.4M	2.86%	13
2013 Q4	–	Sell	-28,700	Closed	-$2.39M	–	39
2013 Q3	$2.39M	Buy	+28,700	New	+$2.43M	0.75%	37

Other funds holding CAT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

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

SPX Gestao de Recursos's CAT Position: Q4 2025 in Review

SPX Gestao de Recursos sold out of Caterpillar (CAT) in Q4 2025, closing a stake of 2,800 shares — an estimated $1.34M sold.

SPX Gestao de Recursos first reported a position in CAT in Q3 2013 and held it in 4 quarters. The position peaked at $10.2M in Q4 2018. 3,525 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

SPX Gestao de Recursos reported no remaining Caterpillar position as of Q4 2025 after selling out during the quarter.
SPX Gestao de Recursos sold 2,800 Caterpillar shares in Q4 2025, an estimated $1.34M.
SPX Gestao de Recursos first reported a position in Caterpillar in Q3 2013 and held it in 4 quarters.
SPX Gestao de Recursos's Caterpillar position peaked at $10.2M in Q4 2018.
3,525 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on SPX Gestao de Recursos's 13F filing for Q4 2025, filed 13 Feb 2026.