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Indie Asset Partners’s Caterpillar CAT Stock Holding History

Indie Asset 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
2025
Q2 		– Sell
-886
Closed -$292K – 74
2025
Q1 		$292K Sell
886
-337
-28% -$120K 0.25% 68
2024
Q4 		$444K Buy
1,223
+2
+0.2% +$776 0.35% 51
2024
Q3 		$478K Sell
1,221
-14
-1% -$4.83K 0.36% 45
2024
Q2 		$412K Buy
1,235
+1
+0.1% +$347 0.33% 50
2024
Q1 		$452K Buy
1,234
+11
+0.9% +$3.52K 0.4% 41
2023
Q4 		$361K Sell
1,223
-5
-0.4% -$1.3K 0.33% 46
2023
Q3 		$335K Buy
1,228
+7
+0.6% +$1.9K 0.34% 44
2023
Q2 		$300K Buy
1,221
+1
+0.1% +$223 0.33% 48
2023
Q1 		$279K Sell
1,220
-100
-8% -$24.2K 0.33% 54
2022
Q4 		$316K Hold
1,320
– – 0.35% 53
2022
Q3 		$217K Hold
1,320
– – 0.22% 77
2022
Q2 		$236K Sell
1,320
-15
-1% -$3.16K 0.21% 88
2022
Q1 		$297K Hold
1,335
– – 0.22% 84
2021
Q4 		$276K Buy
1,335
+102
+8% +$20.5K 0.2% 100
2021
Q3 		$237K Buy
1,233
+100
+9% +$20.8K 0.19% 106
2021
Q2 		$247K Hold
1,133
– – 0.2% 105
2021
Q1 		$263K Sell
1,133
-450
-28% -$93.2K 0.3% 90
2020
Q4 		$288K Buy
1,583
+12
+0.8% +$2.04K 0.34% 75
2020
Q3 		$234K Hold
1,571
– – 0.29% 80
2020
Q2 		$223K Sell
1,571
-470
-23% -$55.7K 0.28% 80
2020
Q1 		$237K Sell
2,041
-32
-2% -$4.09K 0.3% 64
2019
Q4 		$306K Buy
+2,073
New +$289K 0.33% 60

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Indie Asset Partners's CAT Position: Q2 2025 in Review

Indie Asset Partners sold out of Caterpillar (CAT) in Q2 2025, closing a stake of 886 shares — an estimated $292K sold.

Indie Asset Partners first reported a position in CAT in Q4 2019 and held it in 22 quarters. The position peaked at $478K in Q3 2024. 3,014 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

  • Indie Asset Partners reported no remaining Caterpillar position as of Q2 2025 after selling out during the quarter.
  • Indie Asset Partners sold 886 Caterpillar shares in Q2 2025, an estimated $292K.
  • Indie Asset Partners first reported a position in Caterpillar in Q4 2019 and held it in 22 quarters.
  • Indie Asset Partners's Caterpillar position peaked at $478K in Q3 2024.
  • 3,014 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Indie Asset Partners's 13F filing for Q2 2025, filed 12 Aug 2025.