Horan Capital Advisors’s Caterpillar CAT Stock Holding History

Horan Capital Advisors’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	$337K	Buy	1,023 +82	+9%	+$29.2K	0.11%	91
2024 Q4	$341K	Hold	941	–	–	0.11%	89
2024 Q3	$368K	Hold	941	–	–	0.12%	89
2024 Q2	$313K	Hold	941	–	–	0.11%	93
2024 Q1	$345K	Buy	941 +181	+24%	+$57.8K	0.12%	90
2023 Q4	$225K	Buy	+760	New	+$197K	0.08%	111
2020 Q4	–	Sell	-725	Closed	-$108K	–	116
2020 Q3	$108K	Buy	+725	New	+$102K	0.06%	109
2020 Q1	–	Sell	-725	Closed	-$107K	–	103
2019 Q4	$107K	Hold	725	–	–	0.06%	98
2019 Q3	$92K	Buy	+725	New	+$92.1K	0.06%	105
2019 Q2	–	Sell	-725	Closed	-$98K	–	98
2019 Q1	$98K	Buy	+725	New	+$96.3K	0.06%	102
2017 Q4	–	Sell	-725	Closed	-$90K	–	101
2017 Q3	$90K	Buy	+725	New	+$83.5K	0.06%	110
2015 Q1	–	Sell	-2,322	Closed	-$213K	–	56
2014 Q4	$213K	Buy	2,322 +7	+0.3%	+$681	0.18%	58
2014 Q3	$229K	Sell	2,315 -300	-11%	-$31.8K	0.2%	55
2014 Q2	$284K	Sell	2,615 -450	-15%	-$47.2K	0.26%	59
2014 Q1	$305K	Hold	3,065	–	–	0.29%	60
2013 Q4	$278K	Sell	3,065 -250	-8%	-$21.3K	0.28%	59
2013 Q3	$276K	Buy	+3,315	New	+$280K	0.33%	57

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Horan Capital Advisors's CAT Position: Q1 2025 in Review

Horan Capital Advisors increased its Caterpillar (CAT) stake by 8.7% in Q1 2025, buying an estimated $29.2K and bringing the position to 1,023 shares worth $337K. The position accounts for 0.11% of the portfolio, ranked #91.

Horan Capital Advisors first reported a position in CAT in Q3 2013 and has held it in 17 quarters since. The position peaked at $368K in Q3 2024. 2,898 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

Horan Capital Advisors held 1,023 shares of Caterpillar worth $337K as of Q1 2025.
Horan Capital Advisors bought 82 Caterpillar shares in Q1 2025, an estimated $29.2K.
Caterpillar made up 0.11% of Horan Capital Advisors's portfolio in Q1 2025, its #91 holding.
Horan Capital Advisors first reported a position in Caterpillar in Q3 2013 and has held it in 17 quarters since.
Horan Capital Advisors's Caterpillar position peaked at $368K in Q3 2024.
2,898 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on Horan Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.