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U.S. Global Investors (USGI)’s Caterpillar CAT Stock Holding History

U.S. Global Investors (USGI)’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
2026
Q1 		$708K Hold
1,000
– – 0.08% 90
2025
Q4 		$573K Buy
+1,000
New +$556K 0.06% 88
2020
Q2 		– Sell
-3,026
Closed -$351K – 165
2020
Q1 		$351K Buy
+3,026
New +$387K 0.09% 85
2015
Q2 		– Sell
-2,900
Closed -$232K – 313
2015
Q1 		$232K Sell
2,900
-26,000
-90% -$2.16M 0.12% 229
2014
Q4 		$2.65M Buy
+28,900
New +$2.81M 1.24% 34

Other funds holding CAT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
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