Counterpoint Mutual Funds’s Caterpillar CAT Stock Holding History

Counterpoint Mutual Funds’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	-2,292	Closed	-$756K	–	332
2025 Q1	$756K	Buy	+2,292	New	+$816K	0.11%	89

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Counterpoint Mutual Funds's CAT Position: Q2 2025 in Review

Counterpoint Mutual Funds sold out of Caterpillar (CAT) in Q2 2025, closing a stake of 2,292 shares — an estimated $756K sold.

Counterpoint Mutual Funds first reported a position in CAT in Q1 2025 and held it in 1 quarter. The position peaked at $756K in Q1 2025. 3,015 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

Counterpoint Mutual Funds reported no remaining Caterpillar position as of Q2 2025 after selling out during the quarter.
Counterpoint Mutual Funds sold 2,292 Caterpillar shares in Q2 2025, an estimated $756K.
Counterpoint Mutual Funds first reported a position in Caterpillar in Q1 2025 and held it in 1 quarter.
Counterpoint Mutual Funds's Caterpillar position peaked at $756K in Q1 2025.
3,015 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Counterpoint Mutual Funds's 13F filing for Q2 2025, filed 14 Jul 2025.