CIG
CAT icon

CCM Investment Group’s Caterpillar CAT Stock Holding History

CCM Investment Group’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 		$5.85M Buy
17,751
+3,981
+29% +$1.42M 0.62% 24
2024
Q4 		$5M Buy
+13,770
New +$5.34M 0.55% 35

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

CCM Investment Group's CAT Position: Q1 2025 in Review

CCM Investment Group increased its Caterpillar (CAT) stake by 29% in Q1 2025, buying an estimated $1.42M and bringing the position to 17,751 shares worth $5.85M. The position accounts for 0.62% of the portfolio, ranked #24.

CCM Investment Group first reported a position in CAT in Q4 2024 and has held it in 2 quarters since. 2,896 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

  • CCM Investment Group held 17,751 shares of Caterpillar worth $5.85M as of Q1 2025.
  • CCM Investment Group bought 3,981 Caterpillar shares in Q1 2025, an estimated $1.42M.
  • Caterpillar made up 0.62% of CCM Investment Group's portfolio in Q1 2025, its #24 holding.
  • CCM Investment Group first reported a position in Caterpillar in Q4 2024 and has held it in 2 quarters since.
  • 2,896 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

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