Painted Porch Advisors’s Caterpillar CAT Stock Holding History

Painted Porch Advisors’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	-6	Closed	-$2.18K	–	536
2024 Q4	$2.18K	Buy	+6	New	+$2.33K	﹤0.01%	403

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Painted Porch Advisors's CAT Position: Q1 2025 in Review

Painted Porch Advisors sold out of Caterpillar (CAT) in Q1 2025, closing a stake of 6 shares — an estimated $2.18K sold.

Painted Porch Advisors first reported a position in CAT in Q4 2024 and held it in 1 quarter. The position peaked at $2.18K in Q4 2024. 2,897 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

Painted Porch Advisors reported no remaining Caterpillar position as of Q1 2025 after selling out during the quarter.
Painted Porch Advisors sold 6 Caterpillar shares in Q1 2025, an estimated $2.18K.
Painted Porch Advisors first reported a position in Caterpillar in Q4 2024 and held it in 1 quarter.
Painted Porch Advisors's Caterpillar position peaked at $2.18K in Q4 2024.
2,897 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on Painted Porch Advisors's 13F filing for Q1 2025, filed 14 Jul 2025.