Dahring Cusmano’s Caterpillar CAT Stock Holding History

Dahring Cusmano’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	-733	Closed	-$266K	–	57
2024 Q4	$266K	Buy	+733	New	+$284K	0.24%	47

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Dahring Cusmano's CAT Position: Q1 2025 in Review

Dahring Cusmano sold out of Caterpillar (CAT) in Q1 2025, closing a stake of 733 shares — an estimated $266K sold.

Dahring Cusmano first reported a position in CAT in Q4 2024 and held it in 1 quarter. The position peaked at $266K in Q4 2024. 2,896 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

Dahring Cusmano reported no remaining Caterpillar position as of Q1 2025 after selling out during the quarter.
Dahring Cusmano sold 733 Caterpillar shares in Q1 2025, an estimated $266K.
Dahring Cusmano first reported a position in Caterpillar in Q4 2024 and held it in 1 quarter.
Dahring Cusmano's Caterpillar position peaked at $266K in Q4 2024.
2,896 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on Dahring Cusmano's 13F filing for Q1 2025, filed 5 May 2025.