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Regency Capital Management’s Caterpillar CAT Stock Holding History

Regency Capital 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
2025
Q2 		– Sell
-11,757
Closed -$3.88M – 59
2025
Q1 		$3.88M Buy
11,757
+101
+0.9% +$36K 2.32% 19
2024
Q4 		$4.23M Buy
11,656
+504
+5% +$195K 2.29% 20
2024
Q3 		$4.36M Buy
11,152
+156
+1% +$53.9K 2.4% 20
2024
Q2 		$3.66M Buy
10,996
+825
+8% +$286K 2.36% 18
2024
Q1 		$3.73M Sell
10,171
-935
-8% -$299K 2.37% 19
2023
Q4 		$3.28M Sell
11,106
-769
-6% -$199K 2.21% 21
2023
Q3 		$3.24M Buy
11,875
+788
+7% +$214K 2.75% 15
2023
Q2 		$2.73M Buy
+11,087
New +$2.47M 2.37% 13
2022
Q1 		– Sell
-43
Closed -$9K – 110
2021
Q4 		$9K Buy
+43
New +$8.66K 0.01% 103
2021
Q2 		– Sell
-4,165
Closed -$966K – 136
2021
Q1 		$966K Buy
+4,165
New +$862K 1.02% 41

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $295B AUM 31.6% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Regency Capital Management's CAT Position: Q2 2025 in Review

Regency Capital Management sold out of Caterpillar (CAT) in Q2 2025, closing a stake of 11,757 shares — an estimated $3.88M sold.

Regency Capital Management first reported a position in CAT in Q1 2021 and held it in 10 quarters. The position peaked at $4.36M in Q3 2024. 3,014 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

  • Regency Capital Management reported no remaining Caterpillar position as of Q2 2025 after selling out during the quarter.
  • Regency Capital Management sold 11,757 Caterpillar shares in Q2 2025, an estimated $3.88M.
  • Regency Capital Management first reported a position in Caterpillar in Q1 2021 and held it in 10 quarters.
  • Regency Capital Management's Caterpillar position peaked at $4.36M in Q3 2024.
  • 3,014 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Regency Capital Management's 13F filing for Q2 2025, filed 23 Jul 2025.