BTG Pactual Asset Management US’s Caterpillar CAT Stock Holding History

BTG Pactual Asset Management US’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	-14,400	Closed	-$5.22M	–	279
2024 Q4	$5.22M	Sell	14,400 -15,000	-51%	-$5.82M	0.54%	48
2024 Q3	$11.5M	Buy	+29,400	New	+$10.2M	0.99%	22

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

BTG Pactual Asset Management US's CAT Position: Q2 2025 in Review

BTG Pactual Asset Management US sold out of Caterpillar (CAT) in Q2 2025, closing a stake of 4,298 shares — an estimated $1.42M sold.

BTG Pactual Asset Management US first reported a position in CAT in Q2 2024 and held it in 4 quarters. The position peaked at $3.62M in Q4 2024. 3,016 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

BTG Pactual Asset Management US reported no remaining Caterpillar position as of Q2 2025 after selling out during the quarter.
BTG Pactual Asset Management US sold 4,298 Caterpillar shares in Q2 2025, an estimated $1.42M.
BTG Pactual Asset Management US first reported a position in Caterpillar in Q2 2024 and held it in 4 quarters.
BTG Pactual Asset Management US's Caterpillar position peaked at $3.62M in Q4 2024.
3,016 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on BTG Pactual Asset Management US's 13F filing for Q2 2025, filed 14 Aug 2025.