25 LLC’s Caterpillar CAT Stock Holding History

25 LLC’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
2023 Q3	–	Sell	-4	Closed	-$1.02K	–	119
2023 Q2	$1.02K	Sell	4 -2	-33%	-$446	﹤0.01%	283
2023 Q1	$1.29K	Buy	+6	New	+$1.45K	﹤0.01%	220

Other funds holding CAT

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

25 LLC's CAT Position: Q3 2023 in Review

25 LLC sold out of Caterpillar (CAT) in Q3 2023, closing a stake of 4 shares — an estimated $1.02K sold.

25 LLC first reported a position in CAT in Q1 2023 and held it in 2 quarters. The position peaked at $1.29K in Q1 2023. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2023.

25 LLC reported no remaining Caterpillar position as of Q3 2023 after selling out during the quarter.
25 LLC sold 4 Caterpillar shares in Q3 2023, an estimated $1.02K.
25 LLC first reported a position in Caterpillar in Q1 2023 and held it in 2 quarters.
25 LLC's Caterpillar position peaked at $1.29K in Q1 2023.
2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2023.

Based on 25 LLC's 13F filing for Q3 2023, filed 18 Oct 2023.