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Angeles Investment Advisors’s Caterpillar CAT Stock Holding History

Angeles Investment Advisors’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 		– Sell
-679
Closed -$246K – 67
2024
Q4 		$246K Sell
679
-24
-3% -$9.31K 0.01% 166
2024
Q3 		$275K Hold
703
– – 0.01% 176
2024
Q2 		$234K Sell
703
-426
-38% -$148K 0.01% 182
2024
Q1 		$414K Buy
1,129
+192
+20% +$61.4K 0.02% 138
2023
Q4 		$277K Buy
937
+49
+6% +$12.7K 0.02% 160
2023
Q3 		$242K Sell
888
-25
-3% -$6.78K 0.02% 156
2023
Q2 		$225K Buy
+913
New +$204K 0.02% 141

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

Angeles Investment Advisors's CAT Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Caterpillar (CAT) in Q1 2025, closing a stake of 679 shares — an estimated $246K sold.

Angeles Investment Advisors first reported a position in CAT in Q2 2023 and held it in 7 quarters. The position peaked at $414K in Q1 2024. 2,896 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

  • Angeles Investment Advisors reported no remaining Caterpillar position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 679 Caterpillar shares in Q1 2025, an estimated $246K.
  • Angeles Investment Advisors first reported a position in Caterpillar in Q2 2023 and held it in 7 quarters.
  • Angeles Investment Advisors's Caterpillar position peaked at $414K in Q1 2024.
  • 2,896 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.