BOLTON SECURITIES CORPORATION’s Caterpillar CAT Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q1	$2.89M	Buy	+8,776	New	+$3.13M	0.17%	157

Other funds holding CAT

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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CAT Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Caterpillar (CAT) in Q1 2025: 8,776 shares worth $2.89M. The stake represents 0.17% of the portfolio and ranks #157 among its holdings.

2,909 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

BOLTON SECURITIES CORPORATION held 8,776 shares of Caterpillar worth $2.89M as of Q1 2025.
Caterpillar was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
Caterpillar made up 0.17% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #157 holding.
2,909 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.