Railway Pension Investments’s Caterpillar CAT Stock Holding History

Railway Pension Investments’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	-69,600	Closed	-$25.2M	–	216
2024 Q4	$25.2M	Sell	69,600 -48,700	-41%	-$18.9M	0.33%	95
2024 Q3	$46.3M	Buy	118,300 +2,400	+2%	+$829K	0.55%	67
2024 Q2	$38.6M	Buy	115,900 +4,900	+4%	+$1.7M	0.46%	76
2024 Q1	$40.7M	Buy	111,000 +900	+0.8%	+$288K	0.4%	85
2023 Q4	$32.6M	Buy	110,100 +14,000	+15%	+$3.63M	0.34%	95
2023 Q3	$26.2M	Buy	96,100 +9,900	+11%	+$2.69M	0.28%	107
2023 Q2	$21.2M	Buy	86,200 +1,300	+2%	+$290K	0.21%	121
2023 Q1	$19.4M	Buy	+84,900	New	+$20.5M	0.2%	118

Other funds holding CAT

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Railway Pension Investments's CAT Position: Q1 2025 in Review

Railway Pension Investments sold out of Caterpillar (CAT) in Q1 2025, closing a stake of 69,600 shares — an estimated $25.2M sold.

Railway Pension Investments first reported a position in CAT in Q1 2023 and held it in 8 quarters. The position peaked at $46.3M in Q3 2024. 2,903 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

Railway Pension Investments reported no remaining Caterpillar position as of Q1 2025 after selling out during the quarter.
Railway Pension Investments sold 69,600 Caterpillar shares in Q1 2025, an estimated $25.2M.
Railway Pension Investments first reported a position in Caterpillar in Q1 2023 and held it in 8 quarters.
Railway Pension Investments's Caterpillar position peaked at $46.3M in Q3 2024.
2,903 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on Railway Pension Investments's 13F filing for Q1 2025, filed 12 May 2025.