LC
CAT icon

Lavaca Capital’s Caterpillar CAT Stock Holding History

Lavaca 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
2022
Q2 		– Sell
-5,000
Closed -$1.11M – 165
2022
Q1 		$1.11M Buy
+5,000
New +$1.05M 0.12% 97
2021
Q3 		– Sell
-3,700
Closed -$805K – 154
2021
Q2 		$805K Buy
+3,700
New +$855K 0.08% 97

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

Lavaca Capital's CAT Position: Q1 2025 in Review

Lavaca Capital sold out of Caterpillar (CAT) in Q1 2025, closing a stake of 127 shares — an estimated $46.1K sold.

Lavaca Capital first reported a position in CAT in Q4 2018 and held it in 15 quarters. The position peaked at $3.56M in Q3 2021. 2,896 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

  • Lavaca Capital reported no remaining Caterpillar position as of Q1 2025 after selling out during the quarter.
  • Lavaca Capital sold 127 Caterpillar shares in Q1 2025, an estimated $46.1K.
  • Lavaca Capital first reported a position in Caterpillar in Q4 2018 and held it in 15 quarters.
  • Lavaca Capital's Caterpillar position peaked at $3.56M in Q3 2021.
  • 2,896 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on Lavaca Capital's 13F filing for Q1 2025, filed 15 May 2025.