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Callan Capital’s Caterpillar CAT Stock Holding History

Callan Capital’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 		$664K Buy
2,012
+30
+2% +$10.7K 0.05% 165
2024
Q4 		$719K Buy
1,982
+285
+17% +$111K 0.05% 134
2024
Q3 		$664K Sell
1,697
-455
-21% -$157K 0.05% 146
2024
Q2 		$717K Buy
2,152
+602
+39% +$209K 0.06% 131
2024
Q1 		$568K Buy
1,550
+320
+26% +$102K 0.05% 132
2023
Q4 		$364K Sell
1,230
-951
-44% -$247K 0.03% 156
2023
Q3 		$595K Buy
2,181
+231
+12% +$62.7K 0.06% 108
2023
Q2 		$480K Sell
1,950
-38
-2% -$8.47K 0.05% 110
2023
Q1 		$455K Hold
1,988
– – 0.05% 114
2022
Q4 		$476K Buy
+1,988
New +$433K 0.06% 111
2022
Q2 		– Sell
-995
Closed -$222K – 116
2022
Q1 		$222K Buy
+995
New +$209K 0.03% 116

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

Callan Capital's CAT Position: Q1 2025 in Review

Callan Capital increased its Caterpillar (CAT) stake by 1.5% in Q1 2025, buying an estimated $10.7K and bringing the position to 2,012 shares worth $664K. The position accounts for 0.05% of the portfolio, ranked #165.

Callan Capital first reported a position in CAT in Q1 2022 and has held it in 11 quarters since. The position peaked at $719K in Q4 2024. 2,896 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

  • Callan Capital held 2,012 shares of Caterpillar worth $664K as of Q1 2025.
  • Callan Capital bought 30 Caterpillar shares in Q1 2025, an estimated $10.7K.
  • Caterpillar made up 0.05% of Callan Capital's portfolio in Q1 2025, its #165 holding.
  • Callan Capital first reported a position in Caterpillar in Q1 2022 and has held it in 11 quarters since.
  • Callan Capital's Caterpillar position peaked at $719K in Q4 2024.
  • 2,896 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.