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Scientech Research LLC’s Caterpillar CAT Stock Holding History

Scientech Research LLC’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
-978
Closed -$355K – 594
2024
Q4 		$355K Sell
978
-622
-39% -$241K 0.1% 385
2024
Q3 		$626K Buy
+1,600
New +$553K 0.12% 321

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State Farm Mutual Automobile Insurance
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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Scientech Research LLC's CAT Position: Q1 2025 in Review

Scientech Research LLC sold out of Caterpillar (CAT) in Q1 2025, closing a stake of 978 shares — an estimated $355K sold.

Scientech Research LLC first reported a position in CAT in Q3 2024 and held it in 2 quarters. The position peaked at $626K in Q3 2024. 2,896 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

  • Scientech Research LLC reported no remaining Caterpillar position as of Q1 2025 after selling out during the quarter.
  • Scientech Research LLC sold 978 Caterpillar shares in Q1 2025, an estimated $355K.
  • Scientech Research LLC first reported a position in Caterpillar in Q3 2024 and held it in 2 quarters.
  • Scientech Research LLC's Caterpillar position peaked at $626K in Q3 2024.
  • 2,896 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on Scientech Research LLC's 13F filing for Q1 2025, filed 15 May 2025.