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Dorsey Wright & Associates’s Caterpillar CAT Stock Holding History

Dorsey Wright & Associates’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
-718
Closed -$237K – 134
2025
Q1 		$237K Sell
718
-18
-2% -$6.41K 0.06% 123
2024
Q4 		$267K Sell
736
-7
-0.9% -$2.71K 0.06% 119
2024
Q3 		$291K Sell
743
-3
-0.4% -$1.04K 0.07% 112
2024
Q2 		$248K Sell
746
-186
-20% -$64.5K 0.06% 118
2024
Q1 		$342K Sell
932
-7
-0.7% -$2.24K 0.09% 112
2023
Q4 		$278K Hold
939
– – 0.08% 120
2023
Q3 		$256K Buy
+939
New +$255K 0.08% 120
2023
Q2 		– Sell
-5,858
Closed -$1.34M – 295
2023
Q1 		$1.34M Buy
+5,858
New +$1.42M 0.41% 98
2018
Q2 		– Sell
-14,676
Closed -$2.16M – 120
2018
Q1 		$2.16M Buy
+14,676
New +$2.32M 0.33% 80

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

Dorsey Wright & Associates's CAT Position: Q2 2025 in Review

Dorsey Wright & Associates sold out of Caterpillar (CAT) in Q2 2025, closing a stake of 718 shares — an estimated $237K sold.

Dorsey Wright & Associates first reported a position in CAT in Q1 2018 and held it in 9 quarters. The position peaked at $2.16M in Q1 2018. 3,014 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

  • Dorsey Wright & Associates reported no remaining Caterpillar position as of Q2 2025 after selling out during the quarter.
  • Dorsey Wright & Associates sold 718 Caterpillar shares in Q2 2025, an estimated $237K.
  • Dorsey Wright & Associates first reported a position in Caterpillar in Q1 2018 and held it in 9 quarters.
  • Dorsey Wright & Associates's Caterpillar position peaked at $2.16M in Q1 2018.
  • 3,014 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Dorsey Wright & Associates's 13F filing for Q2 2025, filed 11 Aug 2025.