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Savoie Capital’s Caterpillar CAT Stock Holding History

Savoie Capital’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 		$1.35M Hold
3,465
– – 0.17% 63
2025
Q1 		$1.26M Hold
3,465
– – 0.15% 65
2024
Q4 		$1.26M Hold
3,465
– – 0.15% 65
2024
Q3 		$1.36M Hold
3,465
– – 0.17% 62
2024
Q2 		$1.15M Hold
3,465
– – 0.15% 58
2024
Q1 		$1.27M Buy
+3,465
New +$1.11M 0.18% 58
2023
Q4 		– Sell
-3,465
Closed -$946K – 68
2023
Q3 		$946K Buy
+3,465
New +$940K 0.25% 52

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

Savoie Capital's CAT Position: Q2 2025 in Review

Savoie Capital held its Caterpillar (CAT) position steady in Q2 2025 at 3,465 shares worth $1.35M. The position accounts for 0.17% of the portfolio, ranked #63.

Savoie Capital first reported a position in CAT in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.36M in Q3 2024. 3,014 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

  • Savoie Capital held 3,465 shares of Caterpillar worth $1.35M as of Q2 2025.
  • Savoie Capital left its Caterpillar share count unchanged in Q2 2025.
  • Caterpillar made up 0.17% of Savoie Capital's portfolio in Q2 2025, its #63 holding.
  • Savoie Capital first reported a position in Caterpillar in Q3 2023 and has held it in 7 quarters since.
  • Savoie Capital's Caterpillar position peaked at $1.36M in Q3 2024.
  • 3,014 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Savoie Capital's 13F filing for Q2 2025, filed 14 Aug 2025.