Alera Investment Advisors’s Caterpillar CAT Stock Holding History

Alera Investment Advisors’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	$642K	Buy	1,642 +26	+2%	+$8.98K	0.08%	113
2024 Q2	$538K	Buy	1,616 +346	+27%	+$120K	0.06%	123
2024 Q1	$465K	Sell	1,270 -761	-37%	-$243K	0.06%	123
2023 Q4	$601K	Sell	2,031 -810	-29%	-$210K	0.08%	108
2023 Q3	$776K	Sell	2,841 -389	-12%	-$106K	0.13%	69
2023 Q2	$795K	Buy	3,230 +132	+4%	+$29.4K	0.17%	73
2023 Q1	$709K	Buy	3,098 +44	+1%	+$10.6K	0.16%	75
2022 Q4	$732K	Buy	3,054 +1,177	+63%	+$256K	0.17%	71
2022 Q3	$308K	Buy	1,877 +540	+40%	+$98.6K	0.09%	140
2022 Q2	$239K	Buy	+1,337	New	+$282K	0.07%	163
2019 Q2	–	Sell	-255	Closed	-$35K	–	227
2019 Q1	$35K	Buy	255 +49	+24%	+$6.51K	0.02%	205
2018 Q4	$26K	Buy	+206	New	+$26.8K	0.02%	243

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

Alera Investment Advisors's CAT Position: Q3 2024 in Review

Alera Investment Advisors increased its Caterpillar (CAT) stake by 1.6% in Q3 2024, buying an estimated $8.98K and bringing the position to 1,642 shares worth $642K. The position accounts for 0.08% of the portfolio, ranked #113.

Alera Investment Advisors first reported a position in CAT in Q4 2018 and has held it in 12 quarters since. The position peaked at $795K in Q2 2023. 2,829 funds tracked by Wall St. Rank hold CAT as of Q3 2024.

Alera Investment Advisors held 1,642 shares of Caterpillar worth $642K as of Q3 2024.
Alera Investment Advisors bought 26 Caterpillar shares in Q3 2024, an estimated $8.98K.
Caterpillar made up 0.08% of Alera Investment Advisors's portfolio in Q3 2024, its #113 holding.
Alera Investment Advisors first reported a position in Caterpillar in Q4 2018 and has held it in 12 quarters since.
Alera Investment Advisors's Caterpillar position peaked at $795K in Q2 2023.
2,829 funds tracked by Wall St. Rank held Caterpillar as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.