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Capital Market Strategies’s Caterpillar CAT Stock Holding History

Capital Market Strategies’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
-661
Closed -$240K – 146
2024
Q4 		$240K Buy
661
+9
+1% +$3.49K 0.14% 131
2024
Q3 		$255K Buy
652
+2
+0.3% +$691 0.15% 126
2024
Q2 		$217K Buy
+650
New +$225K 0.14% 137

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Market Strategies's CAT Position: Q1 2025 in Review

Capital Market Strategies sold out of Caterpillar (CAT) in Q1 2025, closing a stake of 661 shares — an estimated $240K sold.

Capital Market Strategies first reported a position in CAT in Q2 2024 and held it in 3 quarters. The position peaked at $255K in Q3 2024. 2,900 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

  • Capital Market Strategies reported no remaining Caterpillar position as of Q1 2025 after selling out during the quarter.
  • Capital Market Strategies sold 661 Caterpillar shares in Q1 2025, an estimated $240K.
  • Capital Market Strategies first reported a position in Caterpillar in Q2 2024 and held it in 3 quarters.
  • Capital Market Strategies's Caterpillar position peaked at $255K in Q3 2024.
  • 2,900 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on Capital Market Strategies's 13F filing for Q1 2025, filed 4 Apr 2025.