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Vertex Planning Partners’s Caterpillar CAT Stock Holding History

Vertex Planning Partners’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
-1,587
Closed -$757K – 134
2025
Q3 		$757K Buy
1,587
+23
+1% +$9.82K 0.15% 89
2025
Q2 		$607K Buy
1,564
+11
+0.7% +$3.67K 0.13% 93
2025
Q1 		$512K Sell
1,553
-20
-1% -$7.12K 0.11% 102
2024
Q4 		$571K Buy
1,573
+16
+1% +$6.21K 0.13% 95
2024
Q3 		$609K Buy
1,557
+1
+0.1% +$345 0.15% 76
2024
Q2 		$518K Buy
1,556
+11
+0.7% +$3.81K 0.13% 84
2024
Q1 		$566K Sell
1,545
-20
-1% -$6.39K 0.16% 78
2023
Q4 		$463K Sell
1,565
-72
-4% -$18.7K 0.14% 87
2023
Q3 		$447K Buy
1,637
+7
+0.4% +$1.9K 0.15% 72
2023
Q2 		$401K Buy
+1,630
New +$363K 0.14% 79

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vertex Planning Partners's CAT Position: Q4 2025 in Review

Vertex Planning Partners sold out of Caterpillar (CAT) in Q4 2025, closing a stake of 1,587 shares — an estimated $757K sold.

Vertex Planning Partners first reported a position in CAT in Q2 2023 and held it in 10 quarters. The position peaked at $757K in Q3 2025. 3,522 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Vertex Planning Partners reported no remaining Caterpillar position as of Q4 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 1,587 Caterpillar shares in Q4 2025, an estimated $757K.
  • Vertex Planning Partners first reported a position in Caterpillar in Q2 2023 and held it in 10 quarters.
  • Vertex Planning Partners's Caterpillar position peaked at $757K in Q3 2025.
  • 3,522 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.