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Blueprint Investment Partners’s Caterpillar CAT Stock Holding History

Blueprint Investment 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
-1,332
Closed -$483K – 112
2024
Q4 		$483K Buy
1,332
+135
+11% +$52.4K 0.08% 126
2024
Q3 		$468K Buy
1,197
+221
+23% +$76.3K 0.08% 111
2024
Q2 		$325K Sell
976
-276
-22% -$95.7K 0.07% 101
2024
Q1 		$459K Buy
1,252
+177
+16% +$56.6K 0.09% 85
2023
Q4 		$318K Sell
1,075
-139
-11% -$36.1K 0.09% 96
2023
Q3 		$331K Buy
+1,214
New +$329K 0.11% 87
2023
Q2 		– Sell
-2,306
Closed -$528K – 162
2023
Q1 		$528K Sell
2,306
-834
-27% -$202K 0.12% 116
2022
Q4 		$752K Buy
+3,140
New +$684K 0.16% 96
2022
Q3 		– Sell
-1,970
Closed -$352K – 165
2022
Q2 		$352K Sell
1,970
-27
-1% -$5.69K 0.09% 96
2022
Q1 		$445K Buy
+1,997
New +$419K 0.11% 102
2021
Q4 		– Sell
-1,250
Closed -$240K – 246
2021
Q3 		$240K Buy
1,250
+318
+34% +$66.2K 0.12% 118
2021
Q2 		$203K Sell
932
-9
-1% -$2.08K 0.16% 73
2021
Q1 		$218K Buy
+941
New +$195K 0.17% 61

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

Blueprint Investment Partners's CAT Position: Q1 2025 in Review

Blueprint Investment Partners sold out of Caterpillar (CAT) in Q1 2025, closing a stake of 1,332 shares — an estimated $483K sold.

Blueprint Investment Partners first reported a position in CAT in Q1 2021 and held it in 13 quarters. The position peaked at $752K in Q4 2022. 2,896 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

  • Blueprint Investment Partners reported no remaining Caterpillar position as of Q1 2025 after selling out during the quarter.
  • Blueprint Investment Partners sold 1,332 Caterpillar shares in Q1 2025, an estimated $483K.
  • Blueprint Investment Partners first reported a position in Caterpillar in Q1 2021 and held it in 13 quarters.
  • Blueprint Investment Partners's Caterpillar position peaked at $752K in Q4 2022.
  • 2,896 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

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