EBA
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Eagle Bay Advisors’s Caterpillar CAT Stock Holding History

Eagle Bay Advisors’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
-344
Closed -$125K – 250
2024
Q4 		$125K Sell
344
-125
-27% -$48.5K 0.08% 166
2024
Q3 		$183K Sell
469
-15
-3% -$5.18K 0.07% 184
2024
Q2 		$161K Sell
484
-239
-33% -$82.9K 0.1% 141
2024
Q1 		$265K Sell
723
-108
-13% -$34.5K 0.17% 102
2023
Q4 		$246K Sell
831
-327
-28% -$84.8K 0.16% 113
2023
Q3 		$316K Buy
1,158
+293
+34% +$79.5K 0.15% 100
2023
Q2 		$213K Sell
865
-54
-6% -$12K 0.12% 119
2023
Q1 		$210K Sell
919
-233
-20% -$56.3K 0.12% 118
2022
Q4 		$276K Buy
1,152
+178
+18% +$38.8K 0.15% 100
2022
Q3 		$160K Buy
974
+183
+23% +$33.4K 0.1% 143
2022
Q2 		$141K Buy
+791
New +$167K 0.09% 155
2022
Q1 		– Sell
-915
Closed -$189K – 400
2021
Q4 		$189K Sell
915
-375
-29% -$75.5K 0.12% 104
2021
Q3 		$248K Buy
1,290
+543
+73% +$113K 0.14% 112
2021
Q2 		$164K Buy
+747
New +$173K 0.13% 99

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

Eagle Bay Advisors's CAT Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Caterpillar (CAT) in Q1 2025, closing a stake of 344 shares — an estimated $125K sold.

Eagle Bay Advisors first reported a position in CAT in Q2 2021 and held it in 14 quarters. The position peaked at $316K in Q3 2023. 2,896 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

  • Eagle Bay Advisors reported no remaining Caterpillar position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 344 Caterpillar shares in Q1 2025, an estimated $125K.
  • Eagle Bay Advisors first reported a position in Caterpillar in Q2 2021 and held it in 14 quarters.
  • Eagle Bay Advisors's Caterpillar position peaked at $316K in Q3 2023.
  • 2,896 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.