LC
CAT icon

Lindbrook Capital’s Caterpillar CAT Stock Holding History

Lindbrook 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
2025
Q1 		$1.3M Sell
3,937
-573
-13% -$204K 0.12% 106
2024
Q4 		$1.64M Buy
4,510
+106
+2% +$41.1K 0.15% 92
2024
Q3 		$1.72M Sell
4,404
-910
-17% -$314K 0.15% 90
2024
Q2 		$1.77M Sell
5,314
-422
-7% -$146K 0.17% 87
2024
Q1 		$2.1M Buy
5,736
+196
+4% +$62.6K 0.2% 76
2023
Q4 		$1.64M Sell
5,540
-124
-2% -$32.2K 0.16% 82
2023
Q3 		$1.55M Buy
5,664
+135
+2% +$36.6K 0.17% 81
2023
Q2 		$1.36M Buy
5,529
+897
+19% +$200K 0.14% 92
2023
Q1 		$1.06M Buy
4,632
+476
+11% +$115K 0.12% 106
2022
Q4 		$996K Buy
4,156
+297
+8% +$64.7K 0.12% 117
2022
Q3 		$633K Sell
3,859
-49
-1% -$8.95K 0.11% 113
2022
Q2 		$699K Buy
3,908
+258
+7% +$54.4K 0.12% 114
2022
Q1 		$813K Buy
3,650
+2,048
+128% +$430K 0.13% 108
2021
Q4 		$331K Buy
1,602
+853
+114% +$172K 0.05% 210
2021
Q3 		$144K Sell
749
-499
-40% -$104K 0.04% 208
2021
Q2 		$272K Buy
1,248
+6
+0.5% +$1.39K 0.06% 133
2021
Q1 		$288K Buy
1,242
+60
+5% +$12.4K 0.06% 123
2020
Q4 		$215K Buy
1,182
+6
+0.5% +$1.02K 0.05% 134
2020
Q3 		$175K Buy
1,176
+29
+3% +$4.07K 0.05% 137
2020
Q2 		$145K Sell
1,147
-130
-10% -$15.4K 0.04% 152
2020
Q1 		$146K Sell
1,277
-134
-9% -$17.1K 0.06% 132
2019
Q4 		$208K Hold
1,411
– – 0.07% 138
2019
Q3 		$178K Sell
1,411
-286
-17% -$36.3K 0.07% 148
2019
Q2 		$231K Buy
1,697
+523
+45% +$69.1K 0.09% 113
2019
Q1 		$159K Sell
1,174
-500
-30% -$66.4K 0.06% 160
2018
Q4 		$212K Buy
+1,674
New +$218K 0.1% 98

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $336B AUM 34.66% 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

Lindbrook Capital's CAT Position: Q1 2025 in Review

Lindbrook Capital reduced its Caterpillar (CAT) stake by 13% in Q1 2025, selling an estimated $204K and leaving 3,937 shares worth $1.3M. The position accounts for 0.12% of the portfolio, ranked #106.

Lindbrook Capital first reported a position in CAT in Q4 2018 and has held it in 26 quarters since. The position peaked at $2.1M in Q1 2024. 2,898 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

  • Lindbrook Capital held 3,937 shares of Caterpillar worth $1.3M as of Q1 2025.
  • Lindbrook Capital sold 573 Caterpillar shares in Q1 2025, an estimated $204K.
  • Caterpillar made up 0.12% of Lindbrook Capital's portfolio in Q1 2025, its #106 holding.
  • Lindbrook Capital first reported a position in Caterpillar in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Caterpillar position peaked at $2.1M in Q1 2024.
  • 2,898 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.