Stephens Consulting’s Caterpillar CAT Stock Holding History

Stephens Consulting’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	$323K	Buy	564 +89	+19%	+$49.5K	0.1%	49
2025 Q3	$227K	Sell	475 -16	-3%	-$6.83K	0.08%	59
2025 Q2	$191K	Sell	491 -134	-21%	-$44.7K	0.05%	103
2025 Q1	$206K	Buy	625 +175	+39%	+$62.3K	0.05%	88
2024 Q4	$163K	Sell	450 -101	-18%	-$39.2K	0.04%	109
2024 Q3	$215K	Hold	551	–	–	0.05%	85
2024 Q2	$183K	Hold	551	–	–	0.05%	88
2024 Q1	$202K	Hold	551	–	–	0.06%	82
2023 Q4	$163K	Hold	551	–	–	0.06%	90
2023 Q3	$150K	Hold	551	–	–	0.06%	89
2023 Q2	$136K	Sell	551 -15	-3%	-$3.34K	0.05%	89
2023 Q1	$129K	Sell	566 -1,050	-65%	-$254K	0.08%	96
2022 Q4	$387K	Sell	1,616 -100	-6%	-$21.8K	0.26%	49
2022 Q3	$282K	Hold	1,716	–	–	0.25%	55
2022 Q2	$307K	Sell	1,716 -735	-30%	-$155K	0.25%	52
2022 Q1	$546K	Sell	2,451 -310	-11%	-$65K	0.45%	34
2021 Q4	$571K	Buy	+2,761	New	+$556K	0.47%	36

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

Stephens Consulting's CAT Position: Q4 2025 in Review

Stephens Consulting increased its Caterpillar (CAT) stake by 19% in Q4 2025, buying an estimated $49.5K and bringing the position to 564 shares worth $323K. The position accounts for 0.1% of the portfolio, ranked #49.

Stephens Consulting first reported a position in CAT in Q4 2021 and has held it in 17 quarters since. The position peaked at $571K in Q4 2021. 3,522 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

Stephens Consulting held 564 shares of Caterpillar worth $323K as of Q4 2025.
Stephens Consulting bought 89 Caterpillar shares in Q4 2025, an estimated $49.5K.
Caterpillar made up 0.1% of Stephens Consulting's portfolio in Q4 2025, its #49 holding.
Stephens Consulting first reported a position in Caterpillar in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's Caterpillar position peaked at $571K in Q4 2021.
3,522 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.