SS&H Financial Advisors’s Caterpillar CAT Stock Holding History

SS&H Financial Advisors’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	$2.59M	Buy	4,525 +1,000	+28%	+$556K	0.76%	36
2025 Q3	$1.68M	Hold	3,525	–	–	0.51%	49
2025 Q2	$1.37M	Hold	3,525	–	–	0.46%	51
2025 Q1	$1.16M	Hold	3,525	–	–	0.43%	54
2024 Q4	$1.28M	Hold	3,525	–	–	0.47%	53
2024 Q3	$1.38M	Hold	3,525	–	–	0.5%	51
2024 Q2	$1.17M	Hold	3,525	–	–	0.46%	54
2024 Q1	$1.29M	Hold	3,525	–	–	0.54%	50
2023 Q4	$1.04M	Hold	3,525	–	–	0.44%	57
2023 Q3	$962K	Buy	+3,525	New	+$956K	0.45%	54
2023 Q1	$830K	Hold	3,625	–	–	0.38%	65
2022 Q4	$868K	Hold	3,625	–	–	0.41%	65
2022 Q3	$595K	Hold	3,625	–	–	0.31%	74
2022 Q2	$648K	Sell	3,625 -15	-0.4%	-$3.16K	0.3%	73
2022 Q1	$811K	Buy	+3,640	New	+$763K	0.32%	75

Other funds holding CAT

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

SS&H Financial Advisors's CAT Position: Q4 2025 in Review

SS&H Financial Advisors increased its Caterpillar (CAT) stake by 28% in Q4 2025, buying an estimated $556K and bringing the position to 4,525 shares worth $2.59M. The position accounts for 0.76% of the portfolio, ranked #36.

SS&H Financial Advisors first reported a position in CAT in Q1 2022 and has held it in 15 quarters since. 3,522 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

SS&H Financial Advisors held 4,525 shares of Caterpillar worth $2.59M as of Q4 2025.
SS&H Financial Advisors bought 1,000 Caterpillar shares in Q4 2025, an estimated $556K.
Caterpillar made up 0.76% of SS&H Financial Advisors's portfolio in Q4 2025, its #36 holding.
SS&H Financial Advisors first reported a position in Caterpillar in Q1 2022 and has held it in 15 quarters since.
3,522 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.