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Chiron Investment Management’s Caterpillar CAT Stock Holding History

Chiron Investment Management’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
2024
Q4 		– Sell
-1,740
Closed -$681K – 91
2024
Q3 		$681K Buy
+1,740
New +$601K 0.24% 58
2023
Q2 		– Sell
-122,640
Closed -$28.1M – 134
2023
Q1 		$28.1M Buy
+122,640
New +$29.6M 5.06% 2
2022
Q3 		– Sell
-204,331
Closed -$36.5M – 143
2022
Q2 		$36.5M Buy
204,331
+18,708
+10% +$3.94M 6.13% 2
2022
Q1 		$41.4M Sell
185,623
-13,712
-7% -$2.88M 4.75% 1
2021
Q4 		$41.2M Buy
+199,335
New +$40.1M 4.51% 1
2020
Q4 		– Sell
-16,329
Closed -$2.44M – 94
2020
Q3 		$2.44M Buy
+16,329
New +$2.29M 0.45% 49
2019
Q1 		– Sell
-167,249
Closed -$21.3M – 50
2018
Q4 		$21.3M Sell
167,249
-125,245
-43% -$16.3M 2.68% 22
2018
Q3 		$44.6M Buy
292,494
+89,871
+44% +$12.7M 2.84% 12
2018
Q2 		$27.5M Buy
+202,623
New +$30.3M 1.9% 31

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Chiron Investment Management's CAT Position: Q4 2024 in Review

Chiron Investment Management sold out of Caterpillar (CAT) in Q4 2024, closing a stake of 1,740 shares — an estimated $681K sold.

Chiron Investment Management first reported a position in CAT in Q2 2018 and held it in 9 quarters. The position peaked at $44.6M in Q3 2018. 3,000 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • Chiron Investment Management reported no remaining Caterpillar position as of Q4 2024 after selling out during the quarter.
  • Chiron Investment Management sold 1,740 Caterpillar shares in Q4 2024, an estimated $681K.
  • Chiron Investment Management first reported a position in Caterpillar in Q2 2018 and held it in 9 quarters.
  • Chiron Investment Management's Caterpillar position peaked at $44.6M in Q3 2018.
  • 3,000 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on Chiron Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.