AWA
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Alta Wealth Advisors’s Caterpillar CAT Stock Holding History

Alta Wealth 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
Q4 		– Sell
-527
Closed -$206K – 134
2024
Q3 		$206K Buy
+527
New +$182K 0.09% 128

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Alta Wealth Advisors's CAT Position: Q4 2024 in Review

Alta Wealth Advisors sold out of Caterpillar (CAT) in Q4 2024, closing a stake of 527 shares — an estimated $206K sold.

Alta Wealth Advisors first reported a position in CAT in Q3 2024 and held it in 1 quarter. The position peaked at $206K in Q3 2024. 3,001 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • Alta Wealth Advisors reported no remaining Caterpillar position as of Q4 2024 after selling out during the quarter.
  • Alta Wealth Advisors sold 527 Caterpillar shares in Q4 2024, an estimated $206K.
  • Alta Wealth Advisors first reported a position in Caterpillar in Q3 2024 and held it in 1 quarter.
  • Alta Wealth Advisors's Caterpillar position peaked at $206K in Q3 2024.
  • 3,001 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on Alta Wealth Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.