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One River Asset Management’s Caterpillar CAT Stock Holding History

One River Asset Management’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
2026
Q1 		$1.28M Sell
1,800
-500
-22% -$346K 0.47% 52
2025
Q4 		$1.32M Sell
2,300
-100
-4% -$55.6K 0.12% 97
2025
Q3 		$1.15M Buy
+2,400
New +$1.02M 0.31% 65
2025
Q2 		– Sell
-43,400
Closed -$14.3M – 62
2025
Q1 		$14.3M Sell
43,400
-15,100
-26% -$5.38M 2.2% 14
2024
Q4 		$21.2M Buy
58,500
+57,900
+9,650% +$22.5M 1.78% 14
2024
Q3 		$235K Buy
+600
New +$207K 0.03% 208
2024
Q1 		– Sell
-6,100
Closed -$1.8M – 230
2023
Q4 		$1.8M Hold
6,100
– – 0.04% 168
2023
Q3 		$1.67M Buy
6,100
+1,800
+42% +$488K 0.05% 183
2023
Q2 		$1.06M Sell
4,300
-3,700
-46% -$825K 0.12% 102
2023
Q1 		$1.83M Sell
8,000
-7,800
-49% -$1.89M 0.08% 152
2022
Q4 		$3.79M Buy
+15,800
New +$3.44M 0.23% 99

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
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

One River Asset Management's CAT Position: Q2 2025 in Review

One River Asset Management sold out of Caterpillar (CAT) in Q2 2025, closing a stake of 226 shares — an estimated $75.6K sold.

One River Asset Management first reported a position in CAT in Q4 2022 and held it in 7 quarters. The position peaked at $6.81M in Q4 2024. 3,014 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

  • One River Asset Management reported no remaining Caterpillar position as of Q2 2025 after selling out during the quarter.
  • One River Asset Management sold 226 Caterpillar shares in Q2 2025, an estimated $75.6K.
  • One River Asset Management first reported a position in Caterpillar in Q4 2022 and held it in 7 quarters.
  • One River Asset Management's Caterpillar position peaked at $6.81M in Q4 2024.
  • 3,014 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on One River Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.