Volterra Technologies’s Caterpillar CAT Stock Holding History

Volterra Technologies’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	-2,000	Closed	-$776K	–	372
2025 Q2	$776K	Buy	+2,000	New	+$667K	0.1%	191

Other funds holding CAT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Volterra Technologies's CAT Position: Q4 2025 in Review

Volterra Technologies sold out of Caterpillar (CAT) in Q4 2025, closing a stake of 2,029 shares — an estimated $968K sold.

Volterra Technologies first reported a position in CAT in Q2 2025 and held it in 2 quarters. The position peaked at $968K in Q3 2025. 3,522 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

Volterra Technologies reported no remaining Caterpillar position as of Q4 2025 after selling out during the quarter.
Volterra Technologies sold 2,029 Caterpillar shares in Q4 2025, an estimated $968K.
Volterra Technologies first reported a position in Caterpillar in Q2 2025 and held it in 2 quarters.
Volterra Technologies's Caterpillar position peaked at $968K in Q3 2025.
3,522 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Volterra Technologies's 13F filing for Q4 2025, filed 13 Feb 2026.