9WM
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9258 Wealth Management’s Caterpillar CAT Stock Holding History

9258 Wealth 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
2024
Q3 		$1.62M Buy
4,145
+149
+4% +$51.5K 0.24% 83
2024
Q2 		$1.33M Sell
3,996
-6
-0.1% -$2.08K 0.2% 93
2024
Q1 		$1.47M Buy
4,002
+163
+4% +$52.1K 0.23% 85
2023
Q4 		$1.14M Buy
3,839
+55
+1% +$14.3K 0.2% 101
2023
Q3 		$1.03M Buy
3,784
+17
+0.5% +$4.61K 0.2% 99
2023
Q2 		$927K Hold
3,767
– – 0.17% 110
2023
Q1 		$862K Sell
3,767
-390
-9% -$94.3K 0.17% 114
2022
Q4 		$996K Buy
4,157
+847
+26% +$184K 0.22% 96
2022
Q3 		$543K Buy
3,310
+357
+12% +$65.2K 0.14% 161
2022
Q2 		$528K Buy
2,953
+277
+10% +$58.4K 0.14% 165
2022
Q1 		$596K Buy
2,676
+251
+10% +$52.6K 0.14% 165
2021
Q4 		$501K Sell
2,425
-97
-4% -$19.5K 0.11% 193
2021
Q3 		$484K Sell
2,522
-22
-0.9% -$4.58K 0.13% 175
2021
Q2 		$554K Buy
2,544
+5
+0.2% +$1.16K 0.15% 150
2021
Q1 		$589K Buy
2,539
+17
+0.7% +$3.52K 0.18% 138
2020
Q4 		$459K Buy
2,522
+1
+0% +$170 0.15% 157
2020
Q3 		$396K Buy
2,521
+166
+7% +$23.3K 0.15% 160
2020
Q2 		$298K Sell
2,355
-103
-4% -$12.2K 0.12% 204
2020
Q1 		$283K Buy
2,458
+111
+5% +$14.2K 0.12% 195
2019
Q4 		$347K Buy
2,347
+717
+44% +$100K 0.13% 200
2019
Q3 		$206K Sell
1,630
-262
-14% -$33.3K 0.16% 156
2019
Q2 		$258K Sell
1,892
-119
-6% -$15.7K 0.21% 141
2019
Q1 		$272K Buy
2,011
+1
+0% +$133 0.23% 124
2018
Q4 		$255K Buy
+2,010
New +$262K 0.25% 124

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 $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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

9258 Wealth Management's CAT Position: Q3 2024 in Review

9258 Wealth Management increased its Caterpillar (CAT) stake by 3.7% in Q3 2024, buying an estimated $51.5K and bringing the position to 4,145 shares worth $1.62M. The position accounts for 0.24% of the portfolio, ranked #83.

9258 Wealth Management first reported a position in CAT in Q4 2018 and has held it in 24 quarters since. 2,828 funds tracked by Wall St. Rank hold CAT as of Q3 2024.

  • 9258 Wealth Management held 4,145 shares of Caterpillar worth $1.62M as of Q3 2024.
  • 9258 Wealth Management bought 149 Caterpillar shares in Q3 2024, an estimated $51.5K.
  • Caterpillar made up 0.24% of 9258 Wealth Management's portfolio in Q3 2024, its #83 holding.
  • 9258 Wealth Management first reported a position in Caterpillar in Q4 2018 and has held it in 24 quarters since.
  • 2,828 funds tracked by Wall St. Rank held Caterpillar as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.