SC
CAT icon

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
2022
Q1 		– Hold
0
– -$310K – 578
2021
Q4 		– Hold
0
– – – 65

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
T. Rowe Price Associates
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.