AJOVista’s Caterpillar CAT Stock Holding History

AJOVista’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	–	Sell	-641	Closed	-$214K	–	128
2024 Q2	$214K	Hold	641	–	–	0.62%	44
2024 Q1	$235K	Hold	641	–	–	0.64%	38
2023 Q4	$190K	Buy	+641	New	+$166K	0.24%	80

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

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

AJOVista's CAT Position: Q3 2024 in Review

AJOVista sold out of Caterpillar (CAT) in Q3 2024, closing a stake of 641 shares — an estimated $214K sold.

AJOVista first reported a position in CAT in Q4 2023 and held it in 3 quarters. The position peaked at $235K in Q1 2024. 2,828 funds tracked by Wall St. Rank hold CAT as of Q3 2024.

AJOVista reported no remaining Caterpillar position as of Q3 2024 after selling out during the quarter.
AJOVista sold 641 Caterpillar shares in Q3 2024, an estimated $214K.
AJOVista first reported a position in Caterpillar in Q4 2023 and held it in 3 quarters.
AJOVista's Caterpillar position peaked at $235K in Q1 2024.
2,828 funds tracked by Wall St. Rank held Caterpillar as of Q3 2024.

Based on AJOVista's 13F filing for Q3 2024, filed 12 Nov 2024.