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von Borstel & Associates’s Caterpillar CAT Stock Holding History

von Borstel & Associates’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
-2,284
Closed -$1.3M – 64
2025
Q3 		$1.3M Buy
+2,284
New +$975K 0.2% 56

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

von Borstel & Associates's CAT Position: Q4 2025 in Review

von Borstel & Associates sold out of Caterpillar (CAT) in Q4 2025, closing a stake of 2,284 shares — an estimated $1.3M sold.

von Borstel & Associates first reported a position in CAT in Q3 2025 and held it in 1 quarter. The position peaked at $1.3M in Q3 2025. 3,529 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • von Borstel & Associates reported no remaining Caterpillar position as of Q4 2025 after selling out during the quarter.
  • von Borstel & Associates sold 2,284 Caterpillar shares in Q4 2025, an estimated $1.3M.
  • von Borstel & Associates first reported a position in Caterpillar in Q3 2025 and held it in 1 quarter.
  • von Borstel & Associates's Caterpillar position peaked at $1.3M in Q3 2025.
  • 3,529 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.