LIP
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Lighthouse Investment Partners’s Caterpillar CAT Stock Holding History

Lighthouse Investment 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
Q3 		– Sell
-5,000
Closed -$1.94M – 637
2025
Q2 		$1.94M Buy
+5,000
New +$1.67M 0.07% 313

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lighthouse Investment Partners's CAT Position: Q3 2025 in Review

Lighthouse Investment Partners sold out of Caterpillar (CAT) in Q3 2025, closing a stake of 5,000 shares — an estimated $1.94M sold.

Lighthouse Investment Partners first reported a position in CAT in Q2 2025 and held it in 1 quarter. The position peaked at $1.94M in Q2 2025. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Lighthouse Investment Partners reported no remaining Caterpillar position as of Q3 2025 after selling out during the quarter.
  • Lighthouse Investment Partners sold 5,000 Caterpillar shares in Q3 2025, an estimated $1.94M.
  • Lighthouse Investment Partners first reported a position in Caterpillar in Q2 2025 and held it in 1 quarter.
  • Lighthouse Investment Partners's Caterpillar position peaked at $1.94M in Q2 2025.
  • 3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Lighthouse Investment Partners's 13F filing for Q3 2025, filed 14 Nov 2025.