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Sulzberger Capital Advisors’s Caterpillar CAT Stock Holding History

Sulzberger Capital Advisors’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
-650
Closed -$236K – 50
2024
Q4 		$236K Buy
+650
New +$252K 0.27% 53

Other funds holding CAT

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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 $336B AUM 34.66% 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

Sulzberger Capital Advisors's CAT Position: Q1 2025 in Review

Sulzberger Capital Advisors sold out of Caterpillar (CAT) in Q1 2025, closing a stake of 650 shares — an estimated $236K sold.

Sulzberger Capital Advisors first reported a position in CAT in Q4 2024 and held it in 1 quarter. The position peaked at $236K in Q4 2024. 2,897 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

  • Sulzberger Capital Advisors reported no remaining Caterpillar position as of Q1 2025 after selling out during the quarter.
  • Sulzberger Capital Advisors sold 650 Caterpillar shares in Q1 2025, an estimated $236K.
  • Sulzberger Capital Advisors first reported a position in Caterpillar in Q4 2024 and held it in 1 quarter.
  • Sulzberger Capital Advisors's Caterpillar position peaked at $236K in Q4 2024.
  • 2,897 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on Sulzberger Capital Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.