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Leuthold Group’s Caterpillar CAT Stock Holding History

Leuthold Group’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
-12,800
Closed -$4.64M – 211
2024
Q4 		$4.64M Sell
12,800
-429
-3% -$166K 0.56% 67
2024
Q3 		$5.17M Sell
13,229
-504
-4% -$174K 0.58% 73
2024
Q2 		$4.57M Sell
13,733
-123
-0.9% -$42.6K 0.53% 70
2024
Q1 		$5.08M Sell
13,856
-32
-0.2% -$10.2K 0.57% 70
2023
Q4 		$4.11M Sell
13,888
-10
-0.1% -$2.59K 0.51% 80
2023
Q3 		$3.79M Sell
13,898
-254
-2% -$68.9K 0.53% 73
2023
Q2 		$3.48M Sell
14,152
-515
-4% -$115K 0.45% 86
2023
Q1 		$3.36M Sell
14,667
-289
-2% -$69.9K 0.44% 92
2022
Q4 		$3.58M Buy
+14,956
New +$3.26M 0.48% 82

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

Leuthold Group's CAT Position: Q1 2025 in Review

Leuthold Group sold out of Caterpillar (CAT) in Q1 2025, closing a stake of 12,800 shares — an estimated $4.64M sold.

Leuthold Group first reported a position in CAT in Q4 2022 and held it in 9 quarters. The position peaked at $5.17M in Q3 2024. 2,896 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

  • Leuthold Group reported no remaining Caterpillar position as of Q1 2025 after selling out during the quarter.
  • Leuthold Group sold 12,800 Caterpillar shares in Q1 2025, an estimated $4.64M.
  • Leuthold Group first reported a position in Caterpillar in Q4 2022 and held it in 9 quarters.
  • Leuthold Group's Caterpillar position peaked at $5.17M in Q3 2024.
  • 2,896 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on Leuthold Group's 13F filing for Q1 2025, filed 13 May 2025.