Taurus Asset Management’s Caterpillar CAT Stock Holding History

Taurus Asset 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 Q1	$1.04M	Hold	3,158	–	–	0.11%	54
2024 Q4	$1.15M	Hold	3,158	–	–	0.11%	51
2024 Q3	$1.24M	Hold	3,158	–	–	0.12%	51
2024 Q2	$1.05M	Sell	3,158 -100	-3%	-$34.7K	0.11%	56
2024 Q1	$1.19M	Sell	3,258 -300	-8%	-$95.9K	0.12%	51
2023 Q4	$1.05M	Hold	3,558	–	–	0.11%	51
2023 Q3	$971K	Hold	3,558	–	–	0.12%	50
2023 Q2	$875K	Hold	3,558	–	–	0.1%	53
2023 Q1	$814K	Hold	3,558	–	–	0.1%	57
2022 Q4	$852K	Hold	3,558	–	–	0.11%	53
2022 Q3	$584K	Hold	3,558	–	–	0.08%	55
2022 Q2	$636K	Hold	3,558	–	–	0.08%	57
2022 Q1	$793K	Hold	3,558	–	–	0.08%	56
2021 Q4	$736K	Hold	3,558	–	–	0.07%	59
2021 Q3	$683K	Hold	3,558	–	–	0.07%	63
2021 Q2	$774K	Hold	3,558	–	–	0.08%	62
2021 Q1	$825K	Sell	3,558 -320	-8%	-$66.2K	0.1%	56
2020 Q4	$706K	Hold	3,878	–	–	0.08%	57
2020 Q3	$578K	Sell	3,878 -365	-9%	-$51.3K	0.07%	63
2020 Q2	$537K	Hold	4,243	–	–	0.07%	62
2020 Q1	$492K	Hold	4,243	–	–	0.08%	62
2019 Q4	$627K	Hold	4,243	–	–	0.08%	65
2019 Q3	$536K	Hold	4,243	–	–	0.08%	65
2019 Q2	$578K	Hold	4,243	–	–	0.08%	64
2019 Q1	$575K	Hold	4,243	–	–	0.08%	65
2018 Q4	$539K	Hold	4,243	–	–	0.09%	65
2018 Q3	$647K	Hold	4,243	–	–	0.09%	68
2018 Q2	$576K	Hold	4,243	–	–	0.08%	68
2018 Q1	$625K	Hold	4,243	–	–	0.09%	67
2017 Q4	$669K	Buy	4,243 +475	+13%	+$65.9K	0.1%	66
2017 Q3	$470K	Hold	3,768	–	–	0.07%	69
2017 Q2	$405K	Hold	3,768	–	–	0.06%	75
2017 Q1	$350K	Sell	3,768 -600	-14%	-$56.8K	0.06%	77
2016 Q4	$405K	Hold	4,368	–	–	0.07%	72
2016 Q3	$388K	Hold	4,368	–	–	0.07%	73
2016 Q2	$331K	Hold	4,368	–	–	0.06%	75
2016 Q1	$334K	Hold	4,368	–	–	0.06%	74
2015 Q4	$297K	Hold	4,368	–	–	0.06%	77
2015 Q3	$285K	Hold	4,368	–	–	0.06%	82
2015 Q2	$370K	Hold	4,368	–	–	0.07%	79
2015 Q1	$350K	Hold	4,368	–	–	0.07%	80
2014 Q4	$400K	Hold	4,368	–	–	0.07%	81
2014 Q3	$433K	Hold	4,368	–	–	0.08%	78
2014 Q2	$475K	Sell	4,368 -2,100	-32%	-$220K	0.09%	78
2014 Q1	$643K	Buy	6,468 +2,100	+48%	+$198K	0.13%	76
2013 Q4	$397K	Hold	4,368	–	–	0.08%	88
2013 Q3	$364K	Hold	4,368	–	–	0.08%	85
2013 Q2	$360K	Buy	+4,368	New	+$371K	0.09%	86

Other funds holding CAT

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Taurus Asset Management's CAT Position: Q1 2025 in Review

Taurus Asset Management held its Caterpillar (CAT) position steady in Q1 2025 at 3,158 shares worth $1.04M. The position accounts for 0.11% of the portfolio, ranked #54.

Taurus Asset Management first reported a position in CAT in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.24M in Q3 2024. 2,897 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

Taurus Asset Management held 3,158 shares of Caterpillar worth $1.04M as of Q1 2025.
Taurus Asset Management left its Caterpillar share count unchanged in Q1 2025.
Caterpillar made up 0.11% of Taurus Asset Management's portfolio in Q1 2025, its #54 holding.
Taurus Asset Management first reported a position in Caterpillar in Q2 2013 and has held it in 48 quarters since.
Taurus Asset Management's Caterpillar position peaked at $1.24M in Q3 2024.
2,897 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on Taurus Asset Management's 13F filing for Q1 2025, filed 13 May 2025.