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Aveo Capital Partners’s Caterpillar CAT Stock Holding History

Aveo Capital 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 		– Sell
-625
Closed -$227K – 206
2024
Q4 		$227K Sell
625
-30
-5% -$11.6K 0.02% 321
2024
Q3 		$256K Sell
655
-9
-1% -$3.11K 0.03% 298
2024
Q2 		$221K Sell
664
-193
-23% -$66.9K 0.03% 296
2024
Q1 		$289K Sell
857
-8
-0.9% -$2.56K 0.03% 300
2023
Q4 		$256K Buy
865
+21
+2% +$5.45K 0.03% 290
2023
Q3 		$230K Sell
844
-49
-5% -$13.3K 0.03% 303
2023
Q2 		$220K Buy
+893
New +$199K 0.03% 315
2023
Q1 		– Sell
-932
Closed -$223K – 343
2022
Q4 		$223K Buy
+932
New +$203K 0.03% 299

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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

Aveo Capital Partners's CAT Position: Q1 2025 in Review

Aveo Capital Partners sold out of Caterpillar (CAT) in Q1 2025, closing a stake of 625 shares — an estimated $227K sold.

Aveo Capital Partners first reported a position in CAT in Q4 2022 and held it in 8 quarters. The position peaked at $289K in Q1 2024. 2,897 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

  • Aveo Capital Partners reported no remaining Caterpillar position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 625 Caterpillar shares in Q1 2025, an estimated $227K.
  • Aveo Capital Partners first reported a position in Caterpillar in Q4 2022 and held it in 8 quarters.
  • Aveo Capital Partners's Caterpillar position peaked at $289K in Q1 2024.
  • 2,897 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.