EIP
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Epoch Investment Partners’s Caterpillar CAT Stock Holding History

Epoch Investment Partners’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
Q4 		– Sell
-2,597
Closed -$1.02M – 297
2024
Q3 		$1.02M Sell
2,597
-108
-4% -$37.3K ﹤0.01% 301
2024
Q2 		$901K Buy
2,705
+19
+0.7% +$6.59K ﹤0.01% 315
2024
Q1 		$984K Sell
2,686
-113
-4% -$36.1K ﹤0.01% 333
2023
Q4 		$828K Sell
2,799
-170
-6% -$44.1K ﹤0.01% 352
2023
Q3 		$811K Sell
2,969
-1,591
-35% -$432K 0.01% 358
2023
Q2 		$1.12M Buy
4,560
+230
+5% +$51.3K 0.01% 350
2023
Q1 		$991K Sell
4,330
-48
-1% -$11.6K 0.01% 355
2022
Q4 		$1.05M Sell
4,378
-445
-9% -$96.9K 0.01% 344
2022
Q3 		$791K Sell
4,823
-1,959
-29% -$358K 0.01% 359
2022
Q2 		$1.21M Sell
6,782
-114
-2% -$24K 0.01% 350
2022
Q1 		$1.54M Buy
+6,896
New +$1.45M 0.01% 349

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Epoch Investment Partners's CAT Position: Q4 2024 in Review

Epoch Investment Partners sold out of Caterpillar (CAT) in Q4 2024, closing a stake of 2,597 shares — an estimated $1.02M sold.

Epoch Investment Partners first reported a position in CAT in Q1 2022 and held it in 11 quarters. The position peaked at $1.54M in Q1 2022. 3,000 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • Epoch Investment Partners reported no remaining Caterpillar position as of Q4 2024 after selling out during the quarter.
  • Epoch Investment Partners sold 2,597 Caterpillar shares in Q4 2024, an estimated $1.02M.
  • Epoch Investment Partners first reported a position in Caterpillar in Q1 2022 and held it in 11 quarters.
  • Epoch Investment Partners's Caterpillar position peaked at $1.54M in Q1 2022.
  • 3,000 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on Epoch Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.