AP
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Adero Partners’s Caterpillar CAT Stock Holding History

Adero Partners’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 		$311K Buy
943
+51
+6% +$18.2K 0.02% 169
2024
Q4 		$324K Buy
892
+106
+13% +$41.1K 0.02% 165
2024
Q3 		$307K Buy
786
+90
+13% +$31.1K 0.02% 169
2024
Q2 		$232K Buy
+696
New +$241K 0.02% 184

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Adero Partners's CAT Position: Q1 2025 in Review

Adero Partners increased its Caterpillar (CAT) stake by 5.7% in Q1 2025, buying an estimated $18.2K and bringing the position to 943 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #169.

Adero Partners first reported a position in CAT in Q2 2024 and has held it in 4 quarters since. The position peaked at $324K in Q4 2024. 2,897 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

  • Adero Partners held 943 shares of Caterpillar worth $311K as of Q1 2025.
  • Adero Partners bought 51 Caterpillar shares in Q1 2025, an estimated $18.2K.
  • Caterpillar made up 0.02% of Adero Partners's portfolio in Q1 2025, its #169 holding.
  • Adero Partners first reported a position in Caterpillar in Q2 2024 and has held it in 4 quarters since.
  • Adero Partners's Caterpillar position peaked at $324K in Q4 2024.
  • 2,897 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.