Stuart Chaussee & Associates’s Caterpillar CAT Stock Holding History

Stuart Chaussee & Associates’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	-370	Closed	-$134K	–	188
2024 Q4	$134K	Buy	+370	New	+$143K	0.03%	44
2023 Q2	–	Sell	-40	Closed	-$9.15K	–	132
2023 Q1	$9.15K	Hold	40	–	–	﹤0.01%	93
2022 Q4	$9.58K	Hold	40	–	–	﹤0.01%	105
2022 Q3	$7K	Hold	40	–	–	0.02%	103
2022 Q2	$7K	Buy	+40	New	+$8.43K	0.02%	113
2020 Q1	–	Sell	-75	Closed	-$11K	–	78
2019 Q4	$11K	Sell	75 -340	-82%	-$47.4K	0.01%	78
2019 Q3	$52K	Hold	415	–	–	0.03%	43
2019 Q2	$57K	Sell	415 -230	-36%	-$30.4K	0.04%	43
2019 Q1	$87K	Buy	645 +570	+760%	+$75.7K	0.06%	34
2018 Q4	$10K	Hold	75	–	–	0.01%	68
2018 Q3	$11K	Hold	75	–	–	0.01%	87
2018 Q2	$10K	Hold	75	–	–	0.01%	91
2018 Q1	$11K	Sell	75 -75	-50%	-$11.8K	0.05%	53
2017 Q4	$24K	Hold	150	–	–	0.02%	51
2017 Q3	$19K	Hold	150	–	–	0.01%	52
2017 Q2	$16K	Hold	150	–	–	0.01%	50
2017 Q1	$14K	Sell	150 -450	-75%	-$42.6K	0.01%	53
2016 Q4	$56K	Buy	+600	New	+$54.4K	0.04%	30

Other funds holding CAT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Stuart Chaussee & Associates's CAT Position: Q1 2025 in Review

Stuart Chaussee & Associates sold out of Caterpillar (CAT) in Q1 2025, closing a stake of 370 shares — an estimated $134K sold.

Stuart Chaussee & Associates first reported a position in CAT in Q4 2016 and held it in 18 quarters. The position peaked at $134K in Q4 2024. 2,901 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

Stuart Chaussee & Associates reported no remaining Caterpillar position as of Q1 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 370 Caterpillar shares in Q1 2025, an estimated $134K.
Stuart Chaussee & Associates first reported a position in Caterpillar in Q4 2016 and held it in 18 quarters.
Stuart Chaussee & Associates's Caterpillar position peaked at $134K in Q4 2024.
2,901 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2025, filed 16 May 2025.