Touchstone Capital’s Caterpillar CAT Stock Holding History

Touchstone Capital’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	-1,038	Closed	-$495K	–	9
2025 Q3	$495K	Buy	+1,038	New	+$443K	0.25%	38

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $336B AUM 34.66% 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

Touchstone Capital's CAT Position: Q4 2025 in Review

Touchstone Capital sold out of Caterpillar (CAT) in Q4 2025, closing a stake of 1,038 shares — an estimated $495K sold.

Touchstone Capital first reported a position in CAT in Q3 2025 and held it in 1 quarter. The position peaked at $495K in Q3 2025. 3,526 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

Touchstone Capital reported no remaining Caterpillar position as of Q4 2025 after selling out during the quarter.
Touchstone Capital sold 1,038 Caterpillar shares in Q4 2025, an estimated $495K.
Touchstone Capital first reported a position in Caterpillar in Q3 2025 and held it in 1 quarter.
Touchstone Capital's Caterpillar position peaked at $495K in Q3 2025.
3,526 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Touchstone Capital's 13F filing for Q4 2025.