C.M. Bidwell & Associates’s Caterpillar CAT Stock Holding History

C.M. Bidwell & Associates’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	-468	Closed	-$170K	–	456
2024 Q4	$170K	Hold	468	–	–	0.1%	140
2024 Q3	$183K	Hold	468	–	–	0.11%	132
2024 Q2	$156K	Hold	468	–	–	0.1%	140
2024 Q1	$171K	Buy	468 +3	+0.6%	+$959	0.12%	136
2023 Q4	$137K	Hold	465	–	–	0.1%	135
2023 Q3	$127K	Hold	465	–	–	0.1%	182
2023 Q2	$114K	Buy	+465	New	+$104K	0.08%	215
2019 Q1	–	Sell	-200	Closed	-$25K	–	404
2018 Q4	$25K	Sell	200 -1,710	-90%	-$222K	0.03%	287
2018 Q3	$291K	Sell	1,910 -1,115	-37%	-$158K	0.28%	98
2018 Q2	$410K	Sell	3,025 -120	-4%	-$17.9K	0.38%	72
2018 Q1	$464K	Sell	3,145 -1,370	-30%	-$216K	0.42%	62
2017 Q4	$711K	Buy	+4,515	New	+$626K	0.61%	41

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

C.M. Bidwell & Associates's CAT Position: Q1 2025 in Review

C.M. Bidwell & Associates sold out of Caterpillar (CAT) in Q1 2025, closing a stake of 468 shares — an estimated $170K sold.

C.M. Bidwell & Associates first reported a position in CAT in Q4 2017 and held it in 12 quarters. The position peaked at $711K in Q4 2017. 2,896 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

C.M. Bidwell & Associates reported no remaining Caterpillar position as of Q1 2025 after selling out during the quarter.
C.M. Bidwell & Associates sold 468 Caterpillar shares in Q1 2025, an estimated $170K.
C.M. Bidwell & Associates first reported a position in Caterpillar in Q4 2017 and held it in 12 quarters.
C.M. Bidwell & Associates's Caterpillar position peaked at $711K in Q4 2017.
2,896 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2025, filed 15 May 2025.