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DNCA Finance’s Caterpillar CAT Stock Holding History

DNCA Finance’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
-40,000
Closed -$14.5M – 138
2024
Q4 		$14.5M Sell
40,000
-6,400
-14% -$2.48M 1.13% 27
2024
Q3 		$18.1M Buy
46,400
+5,530
+14% +$1.91M 1.56% 17
2024
Q2 		$13.6M Buy
+40,870
New +$14.2M 1.17% 22

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

DNCA Finance's CAT Position: Q1 2025 in Review

DNCA Finance sold out of Caterpillar (CAT) in Q1 2025, closing a stake of 40,000 shares — an estimated $14.5M sold.

DNCA Finance first reported a position in CAT in Q2 2024 and held it in 3 quarters. The position peaked at $18.1M in Q3 2024. 2,896 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

  • DNCA Finance reported no remaining Caterpillar position as of Q1 2025 after selling out during the quarter.
  • DNCA Finance sold 40,000 Caterpillar shares in Q1 2025, an estimated $14.5M.
  • DNCA Finance first reported a position in Caterpillar in Q2 2024 and held it in 3 quarters.
  • DNCA Finance's Caterpillar position peaked at $18.1M in Q3 2024.
  • 2,896 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on DNCA Finance's 13F filing for Q1 2025, filed 14 May 2025.