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Graphene Investments SAS’s Caterpillar CAT Stock Holding History

Graphene Investments SAS’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
-8,200
Closed -$2.97M – 46
2024
Q4 		$2.97M Hold
8,200
– – 2.05% 22
2024
Q3 		$3.21M Sell
8,200
-1,100
-12% -$380K 2.06% 18
2024
Q2 		$3.1M Hold
9,300
– – 1.95% 30
2024
Q1 		$3.41M Sell
9,300
-1,800
-16% -$575K 2.05% 22
2023
Q4 		$3.28M Hold
11,100
– – 2.13% 14
2023
Q3 		$3.03M Sell
11,100
-2,400
-18% -$651K 2.13% 12
2023
Q2 		$3.32M Hold
13,500
– – 2.19% 5
2023
Q1 		$3.09M Hold
13,500
– – 2.07% 17
2022
Q4 		$3.23M Buy
+13,500
New +$2.94M 2.19% 9

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

Graphene Investments SAS's CAT Position: Q1 2025 in Review

Graphene Investments SAS sold out of Caterpillar (CAT) in Q1 2025, closing a stake of 8,200 shares — an estimated $2.97M sold.

Graphene Investments SAS first reported a position in CAT in Q4 2022 and held it in 9 quarters. The position peaked at $3.41M in Q1 2024. 2,896 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

  • Graphene Investments SAS reported no remaining Caterpillar position as of Q1 2025 after selling out during the quarter.
  • Graphene Investments SAS sold 8,200 Caterpillar shares in Q1 2025, an estimated $2.97M.
  • Graphene Investments SAS first reported a position in Caterpillar in Q4 2022 and held it in 9 quarters.
  • Graphene Investments SAS's Caterpillar position peaked at $3.41M in Q1 2024.
  • 2,896 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on Graphene Investments SAS's 13F filing for Q1 2025, filed 24 Apr 2025.