YCG
CAT icon

Yeomans Consulting Group’s Caterpillar CAT Stock Holding History

Yeomans Consulting Group’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 		$434K Buy
+757
New +$421K 0.13% 66

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

Yeomans Consulting Group's CAT Position: Q4 2025 in Review

Yeomans Consulting Group opened a new position in Caterpillar (CAT) in Q4 2025: 757 shares worth $434K. The stake represents 0.13% of the portfolio and ranks #66 among its holdings.

3,522 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Yeomans Consulting Group held 757 shares of Caterpillar worth $434K as of Q4 2025.
  • Caterpillar was a new Yeomans Consulting Group position in Q4 2025.
  • Caterpillar made up 0.13% of Yeomans Consulting Group's portfolio in Q4 2025, its #66 holding.
  • 3,522 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.