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Employees Provident Fund Board’s Caterpillar CAT Stock Holding History

Employees Provident Fund Board’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
2024
Q3 		– Sell
-26,000
Closed -$8.66M – 84
2024
Q2 		$8.66M Buy
26,000
+1,300
+5% +$451K 0.14% 72
2024
Q1 		$9.05M Buy
24,700
+3,389
+16% +$1.08M 0.16% 66
2023
Q4 		$6.3M Buy
21,311
+311
+1% +$80.7K 0.12% 65
2023
Q3 		$5.73M Sell
21,000
-1,600
-7% -$434K 0.13% 68
2023
Q2 		$5.56M Buy
+22,600
New +$5.04M 0.13% 69

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Employees Provident Fund Board's CAT Position: Q3 2024 in Review

Employees Provident Fund Board sold out of Caterpillar (CAT) in Q3 2024, closing a stake of 26,000 shares — an estimated $8.66M sold.

Employees Provident Fund Board first reported a position in CAT in Q2 2023 and held it in 5 quarters. The position peaked at $9.05M in Q1 2024. 2,828 funds tracked by Wall St. Rank hold CAT as of Q3 2024.

  • Employees Provident Fund Board reported no remaining Caterpillar position as of Q3 2024 after selling out during the quarter.
  • Employees Provident Fund Board sold 26,000 Caterpillar shares in Q3 2024, an estimated $8.66M.
  • Employees Provident Fund Board first reported a position in Caterpillar in Q2 2023 and held it in 5 quarters.
  • Employees Provident Fund Board's Caterpillar position peaked at $9.05M in Q1 2024.
  • 2,828 funds tracked by Wall St. Rank held Caterpillar as of Q3 2024.

Based on Employees Provident Fund Board's 13F filing for Q3 2024, filed 17 Mar 2026.