Beutel, Goodman & Co’s Caterpillar CAT Stock Holding History

Beutel, Goodman & Co’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 Q2	–	Sell	-100	Closed	-$32K	–	177
2025 Q1	$32K	Buy	+100	New	+$35.6K	﹤0.01%	159

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Beutel, Goodman & Co's CAT Position: Q2 2025 in Review

Beutel, Goodman & Co sold out of Caterpillar (CAT) in Q2 2025, closing a stake of 100 shares — an estimated $32K sold.

Beutel, Goodman & Co first reported a position in CAT in Q1 2025 and held it in 1 quarter. The position peaked at $32K in Q1 2025. 3,015 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

Beutel, Goodman & Co reported no remaining Caterpillar position as of Q2 2025 after selling out during the quarter.
Beutel, Goodman & Co sold 100 Caterpillar shares in Q2 2025, an estimated $32K.
Beutel, Goodman & Co first reported a position in Caterpillar in Q1 2025 and held it in 1 quarter.
Beutel, Goodman & Co's Caterpillar position peaked at $32K in Q1 2025.
3,015 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Beutel, Goodman & Co's 13F filing for Q2 2025, filed 13 Aug 2025.