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Churchill Management’s Caterpillar CAT Stock Holding History

Churchill 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
2025
Q2 		– Sell
-19,797
Closed -$6.53M – 149
2025
Q1 		$6.53M Sell
19,797
-219
-1% -$78K 0.08% 93
2024
Q4 		$7.26M Sell
20,016
-171
-0.8% -$66.3K 0.08% 91
2024
Q3 		$7.9M Sell
20,187
-661
-3% -$228K 0.09% 87
2024
Q2 		$6.94M Sell
20,848
-268
-1% -$92.9K 0.08% 91
2024
Q1 		$7.74M Buy
21,116
+119
+0.6% +$38K 0.1% 86
2023
Q4 		$6.21M Sell
20,997
-472
-2% -$122K 0.1% 86
2023
Q3 		$5.86M Buy
21,469
+26
+0.1% +$7.05K 0.1% 91
2023
Q2 		$5.28M Sell
21,443
-225
-1% -$50.2K 0.09% 96
2023
Q1 		$4.96M Sell
21,668
-48
-0.2% -$11.6K 0.1% 92
2022
Q4 		$5.2M Sell
21,716
-15,931
-42% -$3.47M 0.13% 83
2022
Q3 		$6.18M Sell
37,647
-316
-0.8% -$57.7K 0.17% 79
2022
Q2 		$6.79M Sell
37,963
-287
-0.8% -$60.5K 0.17% 76
2022
Q1 		$8.52M Buy
38,250
+165
+0.4% +$34.6K 0.15% 71
2021
Q4 		$7.87M Buy
38,085
+104
+0.3% +$20.9K 0.11% 94
2021
Q3 		$7.29M Sell
37,981
-337
-0.9% -$70.2K 0.11% 94
2021
Q2 		$8.34M Buy
38,318
+131
+0.3% +$30.3K 0.12% 99
2021
Q1 		$8.86M Sell
38,187
-203
-0.5% -$42K 0.15% 91
2020
Q4 		$6.99M Sell
38,390
-907
-2% -$154K 0.12% 102
2020
Q3 		$5.86M Buy
+39,297
New +$5.52M 0.14% 86
2016
Q4 		– Sell
-3,412
Closed -$303K – 109
2016
Q3 		$303K Buy
+3,412
New +$279K 0.01% 101
2014
Q4 		– Sell
-47,375
Closed -$4.69M – 177
2014
Q3 		$4.69M Buy
47,375
+1,788
+4% +$190K 0.19% 69
2014
Q2 		$4.95M Buy
45,587
+2,575
+6% +$270K 0.22% 60
2014
Q1 		$4.27M Buy
+43,012
New +$4.06M 0.17% 59

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Churchill Management's CAT Position: Q2 2025 in Review

Churchill Management sold out of Caterpillar (CAT) in Q2 2025, closing a stake of 19,797 shares — an estimated $6.53M sold.

Churchill Management first reported a position in CAT in Q1 2014 and held it in 23 quarters. The position peaked at $8.86M in Q1 2021. 3,014 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

  • Churchill Management reported no remaining Caterpillar position as of Q2 2025 after selling out during the quarter.
  • Churchill Management sold 19,797 Caterpillar shares in Q2 2025, an estimated $6.53M.
  • Churchill Management first reported a position in Caterpillar in Q1 2014 and held it in 23 quarters.
  • Churchill Management's Caterpillar position peaked at $8.86M in Q1 2021.
  • 3,014 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Churchill Management's 13F filing for Q2 2025, filed 18 Jul 2025.