CCB
CAT icon

Cutter & Co Brokerage’s Caterpillar CAT Stock Holding History

Cutter & Co Brokerage’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
-772
Closed -$255K – 27
2025
Q1 		$255K Hold
772
– – 0.06% 146
2024
Q4 		$280K Hold
772
– – 0.07% 137
2024
Q3 		$302K Hold
772
– – 0.07% 142
2024
Q2 		$257K Hold
772
– – 0.06% 164
2024
Q1 		$283K Hold
772
– – 0.07% 149
2023
Q4 		$228K Hold
772
– – 0.06% 166
2023
Q3 		$211K Buy
+772
New +$209K 0.06% 181
2022
Q1 		– Sell
-3,676
Closed -$760K – 234
2021
Q4 		$760K Buy
3,676
+17
+0.5% +$3.42K 0.21% 101
2021
Q3 		$703K Buy
3,659
+1
+0% +$208 0.17% 123
2021
Q2 		$796K Sell
3,658
-59
-2% -$13.6K 0.18% 113
2021
Q1 		$862K Sell
3,717
-518
-12% -$107K 0.21% 104
2020
Q4 		$771K Sell
4,235
-167
-4% -$28.3K 0.2% 107
2020
Q3 		$657K Buy
4,402
+82
+2% +$11.5K 0.19% 103
2020
Q2 		$547K Sell
4,320
-197
-4% -$23.4K 0.18% 115
2020
Q1 		$524K Buy
4,517
+586
+15% +$74.9K 0.2% 105
2019
Q4 		$581K Sell
3,931
-2,574
-40% -$359K 0.2% 102
2019
Q3 		$822K Buy
6,505
+135
+2% +$17.2K 0.26% 95
2019
Q2 		$868K Buy
6,370
+219
+4% +$28.9K 0.27% 88
2019
Q1 		$833K Buy
6,151
+3,180
+107% +$422K 0.24% 90
2018
Q4 		$378K Buy
2,971
+834
+39% +$109K 0.14% 150
2018
Q3 		$326K Buy
+2,137
New +$302K 0.11% 173
2013
Q4 		– Sell
-2,863
Closed -$239K – 216
2013
Q3 		$239K Sell
2,863
-277
-9% -$23.4K 0.11% 172
2013
Q2 		$259K Buy
+3,140
New +$267K 0.12% 160

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

Cutter & Co Brokerage's CAT Position: Q2 2025 in Review

Cutter & Co Brokerage sold out of Caterpillar (CAT) in Q2 2025, closing a stake of 772 shares — an estimated $255K sold.

Cutter & Co Brokerage first reported a position in CAT in Q2 2013 and held it in 23 quarters. The position peaked at $868K in Q2 2019. 3,016 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

  • Cutter & Co Brokerage reported no remaining Caterpillar position as of Q2 2025 after selling out during the quarter.
  • Cutter & Co Brokerage sold 772 Caterpillar shares in Q2 2025, an estimated $255K.
  • Cutter & Co Brokerage first reported a position in Caterpillar in Q2 2013 and held it in 23 quarters.
  • Cutter & Co Brokerage's Caterpillar position peaked at $868K in Q2 2019.
  • 3,016 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Cutter & Co Brokerage's 13F filing for Q2 2025.