Marietta Investment Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,050
| Closed | -$676K | – | 156 |
|
|
2025
Q1 | $676K | Sell |
2,050
-110
| -5% | -$39.2K | 0.16% | 104 |
|
|
2024
Q4 | $784K | Sell |
2,160
-35
| -2% | -$13.6K | 0.17% | 96 |
|
|
2024
Q3 | $859K | Sell |
2,195
-40
| -2% | -$13.8K | 0.18% | 96 |
|
|
2024
Q2 | $744K | Sell |
2,235
-122
| -5% | -$42.3K | 0.16% | 97 |
|
|
2024
Q1 | $864K | Sell |
2,357
-324
| -12% | -$104K | 0.19% | 92 |
|
|
2023
Q4 | $793K | Buy |
2,681
+122
| +5% | +$31.6K | 0.2% | 88 |
|
|
2023
Q3 | $699K | Buy |
2,559
+735
| +40% | +$199K | 0.2% | 91 |
|
|
2023
Q2 | $449K | Buy |
1,824
+200
| +12% | +$44.6K | 0.12% | 118 |
|
|
2023
Q1 | $372K | Hold |
1,624
| – | – | 0.1% | 130 |
|
|
2022
Q4 | $389K | Buy |
1,624
+324
| +25% | +$70.5K | 0.11% | 131 |
|
|
2022
Q3 | $296K | Hold |
1,300
| – | – | 0.09% | 145 |
|
|
2022
Q2 | $232K | Hold |
1,300
| – | – | 0.07% | 162 |
|
|
2022
Q1 | $290K | Hold |
1,300
| – | – | 0.07% | 160 |
|
|
2021
Q4 | $269K | Hold |
1,300
| – | – | 0.06% | 168 |
|
|
2021
Q3 | $250K | Hold |
1,300
| – | – | 0.06% | 169 |
|
|
2021
Q2 | $283K | Hold |
1,300
| – | – | 0.06% | 161 |
|
|
2021
Q1 | $301K | Hold |
1,300
| – | – | 0.07% | 149 |
|
|
2020
Q4 | $237K | Buy |
+1,300
| New | +$220K | 0.06% | 145 |
|
|
2020
Q1 | – | Sell |
-6,300
| Closed | -$930K | – | 126 |
|
|
2019
Q4 | $930K | Hold |
6,300
| – | – | 0.3% | 68 |
|
|
2019
Q3 | $796K | Hold |
6,300
| – | – | 0.27% | 70 |
|
|
2019
Q2 | $859K | Sell |
6,300
-13,866
| -69% | -$1.83M | 0.28% | 76 |
|
|
2019
Q1 | $2.73M | Sell |
20,166
-1,461
| -7% | -$194K | 0.86% | 41 |
|
|
2018
Q4 | $2.75M | Sell |
21,627
-1,510
| -7% | -$196K | 1.05% | 33 |
|
|
2018
Q3 | $3.53M | Sell |
23,137
-39,666
| -63% | -$5.61M | 1.05% | 36 |
|
|
2018
Q2 | $8.52M | Sell |
62,803
-522
| -0.8% | -$78K | 2.65% | 8 |
|
|
2018
Q1 | $9.33M | Buy |
63,325
+417
| +0.7% | +$65.8K | 2.8% | 6 |
|
|
2017
Q4 | $9.91M | Buy |
62,908
+26,129
| +71% | +$3.62M | 2.82% | 7 |
|
|
2017
Q3 | $4.59M | Buy |
36,779
+30,249
| +463% | +$3.48M | 1.37% | 28 |
|
|
2017
Q2 | $702K | Buy |
6,530
+1,450
| +29% | +$147K | 0.23% | 80 |
|
|
2017
Q1 | $471K | Sell |
5,080
-1,750
| -26% | -$166K | 0.16% | 98 |
|
|
2016
Q4 | $633K | Buy |
6,830
+80
| +1% | +$7.25K | 0.22% | 83 |
|
|
2016
Q3 | $599K | Sell |
6,750
-50
| -0.7% | -$4.09K | 0.19% | 95 |
|
|
2016
Q2 | $516K | Buy |
6,800
+1,800
| +36% | +$135K | 0.18% | 95 |
|
|
2016
Q1 | $383K | Buy |
+5,000
| New | +$335K | 0.16% | 96 |
|
Other funds holding CAT
Marietta Investment Partners's CAT Position: Q2 2025 in Review
Marietta Investment Partners sold out of Caterpillar (CAT) in Q2 2025, closing a stake of 2,050 shares — an estimated $676K sold.
Marietta Investment Partners first reported a position in CAT in Q1 2016 and held it in 34 quarters. The position peaked at $9.91M in Q4 2017. 3,016 funds tracked by Wall St. Rank hold CAT as of Q2 2025.
- Marietta Investment Partners reported no remaining Caterpillar position as of Q2 2025 after selling out during the quarter.
- Marietta Investment Partners sold 2,050 Caterpillar shares in Q2 2025, an estimated $676K.
- Marietta Investment Partners first reported a position in Caterpillar in Q1 2016 and held it in 34 quarters.
- Marietta Investment Partners's Caterpillar position peaked at $9.91M in Q4 2017.
- 3,016 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.
Based on Marietta Investment Partners's 13F filing for Q2 2025, filed 12 Aug 2025.