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Ted Buchan & Co’s Caterpillar CAT Stock Holding History

Ted Buchan & Co’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 		– Sell
-3,139
Closed -$1.22M – 86
2025
Q2 		$1.22M Buy
3,139
+498
+19% +$166K 0.48% 47
2025
Q1 		$871K Sell
2,641
-70
-3% -$24.9K 0.41% 48
2024
Q4 		$983K Buy
2,711
+184
+7% +$71.4K 0.46% 46
2024
Q3 		$988K Buy
2,527
+15
+0.6% +$5.18K 0.47% 43
2024
Q2 		$837K Sell
2,512
-90
-3% -$31.2K 0.45% 42
2024
Q1 		$953K Sell
2,602
-47
-2% -$15K 0.59% 36
2023
Q4 		$783K Sell
2,649
-137
-5% -$35.5K 0.57% 41
2023
Q3 		$761K Sell
2,786
-110
-4% -$29.8K 0.61% 38
2023
Q2 		$713K Buy
2,896
+469
+19% +$105K 0.55% 42
2023
Q1 		$555K Sell
2,427
-273
-10% -$66K 0.46% 48
2022
Q4 		$647K Buy
+2,700
New +$588K 0.6% 44

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

Ted Buchan & Co's CAT Position: Q3 2025 in Review

Ted Buchan & Co sold out of Caterpillar (CAT) in Q3 2025, closing a stake of 3,139 shares — an estimated $1.22M sold.

Ted Buchan & Co first reported a position in CAT in Q4 2022 and held it in 11 quarters. The position peaked at $1.22M in Q2 2025. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Ted Buchan & Co reported no remaining Caterpillar position as of Q3 2025 after selling out during the quarter.
  • Ted Buchan & Co sold 3,139 Caterpillar shares in Q3 2025, an estimated $1.22M.
  • Ted Buchan & Co first reported a position in Caterpillar in Q4 2022 and held it in 11 quarters.
  • Ted Buchan & Co's Caterpillar position peaked at $1.22M in Q2 2025.
  • 3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Ted Buchan & Co's 13F filing for Q3 2025, filed 12 Nov 2025.