TrueMark Investments’s Caterpillar CAT Stock Holding History

TrueMark Investments’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	-1,109	Closed	-$431K	–	202
2025 Q2	$431K	Buy	+1,109	New	+$370K	0.09%	129

Other funds holding CAT

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TrueMark Investments's CAT Position: Q3 2025 in Review

TrueMark Investments sold out of Caterpillar (CAT) in Q3 2025, closing a stake of 1,109 shares — an estimated $431K sold.

TrueMark Investments first reported a position in CAT in Q2 2025 and held it in 1 quarter. The position peaked at $431K in Q2 2025. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

TrueMark Investments reported no remaining Caterpillar position as of Q3 2025 after selling out during the quarter.
TrueMark Investments sold 1,109 Caterpillar shares in Q3 2025, an estimated $431K.
TrueMark Investments first reported a position in Caterpillar in Q2 2025 and held it in 1 quarter.
TrueMark Investments's Caterpillar position peaked at $431K in Q2 2025.
3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on TrueMark Investments's 13F filing for Q3 2025, filed 30 Oct 2025.