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Stonegate Investment Group’s Caterpillar CAT Stock Holding History

Stonegate Investment Group’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 		$10.7M Buy
22,510
+12,513
+125% +$5.34M 0.25% 52
2025
Q2 		$3.88M Buy
9,997
+2,005
+25% +$668K 0.1% 85
2025
Q1 		$2.64M Sell
7,992
-71
-0.9% -$25.3K 0.07% 101
2024
Q4 		$2.93M Buy
8,063
+1,491
+23% +$578K 0.08% 95
2024
Q3 		$2.57M Buy
6,572
+81
+1% +$28K 0.07% 105
2024
Q2 		$2.16M Buy
6,491
+498
+8% +$173K 0.06% 109
2024
Q1 		$2.2M Buy
5,993
+5
+0.1% +$1.6K 0.07% 111
2023
Q4 		$1.77M Buy
5,988
+6
+0.1% +$1.56K 0.06% 125
2023
Q3 		$1.63M Buy
5,982
+5
+0.1% +$1.36K 0.06% 123
2023
Q2 		$1.47M Buy
5,977
+201
+3% +$44.8K 0.05% 134
2023
Q1 		$1.32M Sell
5,776
-106
-2% -$25.6K 0.05% 136
2022
Q4 		$1.41M Buy
5,882
+5
+0.1% +$1.09K 0.06% 119
2022
Q3 		$964K Buy
5,877
+6
+0.1% +$1.1K 0.04% 134
2022
Q2 		$1.05M Buy
5,871
+1,016
+21% +$214K 0.05% 139
2022
Q1 		$1.08M Buy
4,855
+336
+7% +$70.5K 0.04% 126
2021
Q4 		$934K Buy
+4,519
New +$910K 0.04% 131

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

Stonegate Investment Group's CAT Position: Q3 2025 in Review

Stonegate Investment Group increased its Caterpillar (CAT) stake by 125% in Q3 2025, buying an estimated $5.34M and bringing the position to 22,510 shares worth $10.7M. The position accounts for 0.25% of the portfolio, ranked #52.

Stonegate Investment Group first reported a position in CAT in Q4 2021 and has held it in 16 quarters since. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Stonegate Investment Group held 22,510 shares of Caterpillar worth $10.7M as of Q3 2025.
  • Stonegate Investment Group bought 12,513 Caterpillar shares in Q3 2025, an estimated $5.34M.
  • Caterpillar made up 0.25% of Stonegate Investment Group's portfolio in Q3 2025, its #52 holding.
  • Stonegate Investment Group first reported a position in Caterpillar in Q4 2021 and has held it in 16 quarters since.
  • 3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.