Voloridge Investment Management
CAT icon

Voloridge Investment Management’s Caterpillar CAT Stock Holding History

Voloridge Investment 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
Q2 		– Sell
-284,837
Closed -$93.9M – 1179
2025
Q1 		$93.9M Buy
284,837
+264,034
+1,269% +$94.1M 0.35% 70
2024
Q4 		$7.55M Buy
+20,803
New +$8.07M 0.03% 660
2023
Q4 		– Sell
-232,988
Closed -$63.6M – 1190
2023
Q3 		$63.6M Buy
232,988
+76,768
+49% +$20.8M 0.31% 78
2023
Q2 		$38.4M Buy
156,220
+103,208
+195% +$23M 0.18% 156
2023
Q1 		$12.1M Sell
53,012
-94,335
-64% -$22.8M 0.06% 403
2022
Q4 		$35.3M Sell
147,347
-172,010
-54% -$37.4M 0.2% 143
2022
Q3 		$52.4M Buy
319,357
+168,793
+112% +$30.8M 0.28% 75
2022
Q2 		$26.9M Buy
150,564
+124,741
+483% +$26.3M 0.14% 215
2022
Q1 		$5.75M Sell
25,823
-211,885
-89% -$44.4M 0.03% 590
2021
Q4 		$49.1M Sell
237,708
-54,858
-19% -$11M 0.27% 73
2021
Q3 		$56.2M Buy
292,566
+284,845
+3,689% +$59.3M 0.36% 44
2021
Q2 		$1.68M Buy
+7,721
New +$1.78M 0.01% 1053
2019
Q3 		– Sell
-13,322
Closed -$1.82M – 1069
2019
Q2 		$1.82M Sell
13,322
-73,115
-85% -$9.66M 0.05% 345
2019
Q1 		$11.7M Buy
+86,437
New +$11.5M 0.35% 58
2017
Q1 		– Sell
-54,139
Closed -$5.02M – 495
2016
Q4 		$5.02M Sell
54,139
-157,662
-74% -$14.3M 0.11% 235
2016
Q3 		$18.8M Buy
+211,801
New +$17.3M 0.41% 38
2015
Q2 		– Sell
-106,048
Closed -$8.49M – 307
2015
Q1 		$8.49M Buy
+106,048
New +$8.81M 0.41% 72
2014
Q1 		– Sell
-19,300
Closed -$1.75M – 83
2013
Q4 		$1.75M Buy
+19,300
New +$1.65M 0.33% 64

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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Voloridge Investment Management's CAT Position: Q2 2025 in Review

Voloridge Investment Management sold out of Caterpillar (CAT) in Q2 2025, closing a stake of 284,837 shares — an estimated $93.9M sold.

Voloridge Investment Management first reported a position in CAT in Q4 2013 and held it in 18 quarters. The position peaked at $93.9M in Q1 2025. 3,022 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

  • Voloridge Investment Management reported no remaining Caterpillar position as of Q2 2025 after selling out during the quarter.
  • Voloridge Investment Management sold 284,837 Caterpillar shares in Q2 2025, an estimated $93.9M.
  • Voloridge Investment Management first reported a position in Caterpillar in Q4 2013 and held it in 18 quarters.
  • Voloridge Investment Management's Caterpillar position peaked at $93.9M in Q1 2025.
  • 3,022 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Voloridge Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.