Strive Asset Management’s Caterpillar CAT Stock Holding History

Strive Asset Management’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	-138	Closed	-$65.8K	–	26
2025 Q3	$65.8K	Buy	+138	New	+$58.9K	0.04%	88

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

Strive Asset Management's CAT Position: Q4 2025 in Review

Strive Asset Management sold out of Caterpillar (CAT) in Q4 2025, closing a stake of 138 shares — an estimated $65.8K sold.

Strive Asset Management first reported a position in CAT in Q3 2025 and held it in 1 quarter. The position peaked at $65.8K in Q3 2025. 3,522 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

Strive Asset Management reported no remaining Caterpillar position as of Q4 2025 after selling out during the quarter.
Strive Asset Management sold 138 Caterpillar shares in Q4 2025, an estimated $65.8K.
Strive Asset Management first reported a position in Caterpillar in Q3 2025 and held it in 1 quarter.
Strive Asset Management's Caterpillar position peaked at $65.8K in Q3 2025.
3,522 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Strive Asset Management's 13F filing for Q4 2025.