Cyrus J. Lawrence’s Caterpillar CAT Stock Holding History

Cyrus J. Lawrence’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	–	Sell	-75	Closed	-$27K	–	67
2024 Q4	$27K	Buy	+75	New	+$29.1K	0.01%	139

Other funds holding CAT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cyrus J. Lawrence's CAT Position: Q1 2025 in Review

Cyrus J. Lawrence sold out of Caterpillar (CAT) in Q1 2025, closing a stake of 75 shares — an estimated $27K sold.

Cyrus J. Lawrence first reported a position in CAT in Q4 2024 and held it in 1 quarter. The position peaked at $27K in Q4 2024. 2,901 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

Cyrus J. Lawrence reported no remaining Caterpillar position as of Q1 2025 after selling out during the quarter.
Cyrus J. Lawrence sold 75 Caterpillar shares in Q1 2025, an estimated $27K.
Cyrus J. Lawrence first reported a position in Caterpillar in Q4 2024 and held it in 1 quarter.
Cyrus J. Lawrence's Caterpillar position peaked at $27K in Q4 2024.
2,901 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on Cyrus J. Lawrence's 13F filing for Q1 2025, filed 15 May 2025.