Foundry Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $23.7M | Sell |
71,897
-13,953
| -16% | -$4.97M | 1.26% | 14 |
|
|
2024
Q4 | $31.1M | Sell |
85,850
-726
| -0.8% | -$282K | 1.57% | 7 |
|
|
2024
Q3 | $33.9M | Sell |
86,576
-504
| -0.6% | -$174K | 1.68% | 6 |
|
|
2024
Q2 | $29M | Buy |
87,080
+7,238
| +9% | +$2.51M | 1.56% | 10 |
|
|
2024
Q1 | $29.3M | Buy |
79,842
+9,869
| +14% | +$3.15M | 1.56% | 8 |
|
|
2023
Q4 | $20.7M | Sell |
69,973
-8,495
| -11% | -$2.2M | 1.25% | 12 |
|
|
2023
Q3 | $21.4M | Sell |
78,468
-9,717
| -11% | -$2.64M | 1.33% | 13 |
|
|
2023
Q2 | $21.7M | Buy |
88,185
+10,433
| +13% | +$2.33M | 1.33% | 12 |
|
|
2023
Q1 | $17.8M | Sell |
77,752
-53,378
| -41% | -$12.9M | 1.12% | 23 |
|
|
2022
Q4 | $31.4M | Sell |
131,130
-2,127
| -2% | -$463K | 1.73% | 8 |
|
|
2022
Q3 | $21.9M | Buy |
133,257
+925
| +0.7% | +$169K | 1.38% | 13 |
|
|
2022
Q2 | $23.7M | Sell |
132,332
-3,000
| -2% | -$632K | 1.42% | 15 |
|
|
2022
Q1 | $30.2M | Buy |
135,332
+10,940
| +9% | +$2.29M | 1.54% | 7 |
|
|
2021
Q4 | $25.7M | Sell |
124,392
-1,025
| -0.8% | -$206K | 0.91% | 21 |
|
|
2021
Q3 | $24.1M | Buy |
125,417
+1,725
| +1% | +$359K | 0.86% | 22 |
|
|
2021
Q2 | $26.9M | Buy |
123,692
+11,355
| +10% | +$2.62M | 0.92% | 18 |
|
|
2021
Q1 | $26M | Sell |
112,337
-14,505
| -11% | -$3M | 0.86% | 17 |
|
|
2020
Q4 | $23.1M | Sell |
126,842
-396
| -0.3% | -$67.2K | 0.91% | 14 |
|
|
2020
Q3 | $19M | Buy |
127,238
+54,408
| +75% | +$7.64M | 0.92% | 12 |
|
|
2020
Q2 | $9.21M | Sell |
72,830
-6,052
| -8% | -$718K | 0.45% | 75 |
|
|
2020
Q1 | $9.15M | Sell |
78,882
-18,537
| -19% | -$2.37M | 0.52% | 56 |
|
|
2019
Q4 | $14.4M | Sell |
97,419
-29,861
| -23% | -$4.17M | 0.54% | 54 |
|
|
2019
Q3 | $16.1M | Sell |
127,280
-8,475
| -6% | -$1.08M | 0.66% | 41 |
|
|
2019
Q2 | $18.5M | Buy |
135,755
+850
| +0.6% | +$112K | 0.73% | 32 |
|
|
2019
Q1 | $18.3M | Buy |
134,905
+650
| +0.5% | +$86.3K | 0.73% | 30 |
|
|
2018
Q4 | $17.1M | Buy |
134,255
+42,240
| +46% | +$5.5M | 0.77% | 23 |
|
|
2018
Q3 | $14M | Buy |
+92,015
| New | +$13M | 0.53% | 45 |
|
|
2015
Q1 | – | Sell |
-49,160
| Closed | -$4.5M | – | 264 |
|
|
2014
Q4 | $4.5M | Buy |
49,160
+9,195
| +23% | +$895K | 0.37% | 94 |
|
|
2014
Q3 | $3.96M | Sell |
39,965
-113,995
| -74% | -$12.1M | 0.37% | 99 |
|
|
2014
Q2 | $16.7M | Buy |
153,960
+2,635
| +2% | +$277K | 1.55% | 5 |
|
|
2014
Q1 | $15M | Buy |
+151,325
| New | +$14.3M | 1.41% | 7 |
|
Other funds holding CAT
Foundry Partners's CAT Position: Q1 2025 in Review
Foundry Partners reduced its Caterpillar (CAT) stake by 16% in Q1 2025, selling an estimated $4.97M and leaving 71,897 shares worth $23.7M. The position accounts for 1.26% of the portfolio, ranked #14.
Foundry Partners first reported a position in CAT in Q1 2014 and has held it in 31 quarters since. The position peaked at $33.9M in Q3 2024. 2,896 funds tracked by Wall St. Rank hold CAT as of Q1 2025.
- Foundry Partners held 71,897 shares of Caterpillar worth $23.7M as of Q1 2025.
- Foundry Partners sold 13,953 Caterpillar shares in Q1 2025, an estimated $4.97M.
- Caterpillar made up 1.26% of Foundry Partners's portfolio in Q1 2025, its #14 holding.
- Foundry Partners first reported a position in Caterpillar in Q1 2014 and has held it in 31 quarters since.
- Foundry Partners's Caterpillar position peaked at $33.9M in Q3 2024.
- 2,896 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.
Based on Foundry Partners's 13F filing for Q1 2025, filed 5 May 2025.