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General Motors is pushing to shift its light-duty vehicle lineup to all-electric powertrains by 2035, and Cadillac will lead the charge with plans to go fully EV by 2030. With that in mind, Caddy’s ICE-powered lineup will be phased out, and in fact, the luxury marque will inevitably drop the Cadillac XT5, Cadillac XT6, and Cadillac CT4 from its North American portfolio. Which begs the question – what if GM dropped the Cadillac XT5, XT6, and CT4 after the 2024 model year?

Exterior badging on the Cadillac XT5.

Let’s start with a summary of the situation thus far. At present, it appears as though there will be a second-generation Cadillac XT5, as indicated by prototypes spied testing on U.S. roads. For the moment, the second-gen Cadillac XT5 is only slated for sale in the Chinese market, but according to GM Authority sources, The General has been mulling the idea of launching it in the North American market as well.

The future of the Cadillac XT6 and Cadillac CT4 appears even less certain, with no next-gen prototypes for either nameplate spotted thus far, and no mid-cycle refreshes announced either. Additionally, GM Authority sources indicate that there are currently no production start dates locked in for the 2025 Cadillac XT5, 2025 Cadillac XT6, or 2025 Cadillac CT4. By comparison, there are production start dates for the 2025 Cadillac XT4 and 2025 Cadillac CT5.

Then there are the sales figures, which don’t look all that great for the Cadillac XT5, XT6, and CT4.

Sales Numbers – D-Segment Luxury Crossovers – Q3 2023 – USA

MODELQ3 23 / Q3 22Q3 23Q3 22Q3 23 SHAREQ3 22 SHAREYTD 23 / YTD 22YTD 23YTD 22
LEXUS RX-1.55%26,11926,53022%21%+3.98%83,49180,299
AUDI Q5+12.96%19,36517,14316%14%+26.83%54,70643,132
BMW X3-20.51%14,66918,45312%15%-17.00%42,41451,104
ACURA MDX+34.89%12,9559,60411%8%+35.24%44,91933,214
MERCEDES-BENZ GLC-CLASS-40.87%11,50419,45610%16%-47.03%29,40555,515
VOLVO XC60+10.65%9,3188,4218%7%+13.19%29,15025,753
GENESIS GV70+39.57%6,9704,9946%4%+41.05%18,77013,307
LINCOLN NAUTILUS+32.36%6,5414,9425%4%+12.50%18,89716,797
CADILLAC XT5-14.44%6,2127,2605%6%+7.51%20,31218,894
INFINITI QX50-18.45%2,4352,9862%2%-16.32%7,1538,548
BMW X4+19.30%1,9781,6582%1%-4.27%6,3476,630
INFINITI QX55+21.38%1,4191,1691%1%+11.72%4,0703,643
ALFA ROMEO STELVIO-39.11%1,2802,1021%2%-34.45%4,0326,151
TOTAL-3.17%120,765124,718+0.19%363,666362,987

Sales Numbers – Luxury E-Segment Utilities – Q3 2023 – USA

MODELQ3 23 / Q3 22Q3 23Q3 22Q3 23 SHAREQ3 22 SHAREYTD 23 / YTD 22YTD 23YTD 22
BMW X5-24.15%15,98621,07715%21%-8.35%51,87656,603
MERCEDES-BENZ GLE-CLASS-2.42%13,46813,80212%14%-6.70%43,14946,250
ACURA MDX+34.89%12,9559,60412%9%+35.24%44,91933,214
VOLVO XC90+33.21%10,7228,04910%8%+12.42%28,42025,281
BUICK ENCLAVE+33.51%10,5537,90410%8%+24.84%28,48222,814
LEXUS GX-4.02%8,1688,5108%8%-4.34%21,49222,466
AUDI Q7+96.58%8,1624,1528%4%+60.84%21,44813,335
INFINITI QX60+66.06%7,5544,5497%4%+117.08%22,42410,330
GENESIS GV80+6.26%5,3285,0145%5%+8.43%13,68312,619
CADILLAC XT6-18.27%4,0975,0134%5%-1.58%14,16414,392
AUDI Q8+46.43%3,7092,5333%2%+49.12%10,0516,740
LAND ROVER RANGE ROVER SPORT+118.45%2,8771,3173%1%-4.73%7,2277,586
BMW X6-43.24%2,1633,8112%4%-23.33%7,0619,210
LINCOLN AVIATOR-74.54%1,4635,7461%6%-42.05%9,67616,696
LAND ROVER DISCOVERY+131.77%8463651%0%+64.53%1,512919
TOTAL+6.51%108,051101,446+9.09%325,584298,455

Sales Numbers – Luxury C-Segment Cars – Q3 2023 – USA

MODELQ3 23 / Q3 22Q3 23Q3 22Q3 23 SHAREQ3 22 SHAREYTD 23 / YTD 22YTD 23YTD 22
ACURA INTEGRA+83.18%8,3204,54244%29%+311.30%24,8346,038
BMW 2 SERIES+99.30%3,1351,57317%10%-20.21%7,3239,178
AUDI A3-14.89%2,8073,29815%21%+51.01%10,6287,038
MERCEDES-BENZ CLA-CLASS+20.82%2,7852,30515%15%+47.57%7,8365,310
CADILLAC CT4-26.27%1,9032,58110%16%+3.50%7,3397,091
MERCEDES-BENZ A-CLASS-99.43%81,4130%9%-97.12%1575,444
ACURA ILX-100.00%0290%0%-99.97%26,296
TOTAL+20.44%18,95815,741+25.27%58,11946,395

Even with all that considered, cutting production of the Cadillac XT5 and XT6 at the GM Spring Hill plant in Tennessee would leave the plant with only the Cadillac Lyriq and Acura ZDX, given the GMC Acadia is moving to the GM Lansing Delta Township plant. It’s possible the Cadillac Vistiq will be built at the GM Spring Hill plant in the future, and even if it is, that won’t happen before the 2025 calendar year.

It’s a similar situation at the GM Lansing Grand River plant with the Cadillac CT4. With production of the Chevy Camaro now over, the Lansing Grand River plant is only building the CT4 and CT5, which means cutting CT4 production will leave the facility running below capacity by an even larger margin.

With all that said, we want to know your thoughts. What if GM dropped the Cadillac XT5, XT6, and CT4 after the 2024 model year? Would that be a good move, or not so much?