GC
CAT icon

Globeflex Capital’s Caterpillar CAT Stock Holding History

Globeflex Capital’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
-386
Closed -$140K – 428
2024
Q4 		$140K Hold
386
– – 0.01% 350
2024
Q3 		$151K Hold
386
– – 0.01% 340
2024
Q2 		$129K Hold
386
– – 0.01% 343
2024
Q1 		$141K Hold
386
– – 0.01% 356
2023
Q4 		$114K Buy
+386
New +$100K 0.01% 384

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

Globeflex Capital's CAT Position: Q1 2025 in Review

Globeflex Capital sold out of Caterpillar (CAT) in Q1 2025, closing a stake of 386 shares — an estimated $140K sold.

Globeflex Capital first reported a position in CAT in Q4 2023 and held it in 5 quarters. The position peaked at $151K in Q3 2024. 2,896 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

  • Globeflex Capital reported no remaining Caterpillar position as of Q1 2025 after selling out during the quarter.
  • Globeflex Capital sold 386 Caterpillar shares in Q1 2025, an estimated $140K.
  • Globeflex Capital first reported a position in Caterpillar in Q4 2023 and held it in 5 quarters.
  • Globeflex Capital's Caterpillar position peaked at $151K in Q3 2024.
  • 2,896 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on Globeflex Capital's 13F filing for Q1 2025, filed 12 May 2025.