America First Investment Advisors’s Caterpillar CAT Stock Holding History

America First 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	–	Sell	-192	Closed	-$64K	–	46
2024 Q2	$64K	Hold	192	–	–	0.02%	51
2024 Q1	$70.4K	Hold	192	–	–	0.02%	51
2023 Q4	$56.8K	Hold	192	–	–	0.01%	55
2023 Q3	$52.4K	Hold	192	–	–	0.01%	52
2023 Q2	$47.2K	Hold	192	–	–	0.01%	57
2023 Q1	$43.9K	Buy	+192	New	+$46.4K	0.01%	61
2016 Q1	–	Sell	-500	Closed	-$34K	–	141
2015 Q4	$34K	Hold	500	–	–	0.02%	68
2015 Q3	$33K	Hold	500	–	–	0.02%	69
2015 Q2	$42K	Hold	500	–	–	0.02%	64
2015 Q1	$40K	Hold	500	–	–	0.02%	75
2014 Q4	$46K	Hold	500	–	–	0.02%	75
2014 Q3	$50K	Hold	500	–	–	0.02%	73
2014 Q2	$54K	Hold	500	–	–	0.02%	71
2014 Q1	$50K	Hold	500	–	–	0.02%	79
2013 Q4	$45K	Hold	500	–	–	0.02%	87
2013 Q3	$42K	Hold	500	–	–	0.02%	87
2013 Q2	$41K	Buy	+500	New	+$42.5K	0.02%	81

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

America First Investment Advisors's CAT Position: Q3 2024 in Review

America First Investment Advisors sold out of Caterpillar (CAT) in Q3 2024, closing a stake of 192 shares — an estimated $64K sold.

America First Investment Advisors first reported a position in CAT in Q2 2013 and held it in 17 quarters. The position peaked at $70.4K in Q1 2024. 2,835 funds tracked by Wall St. Rank hold CAT as of Q3 2024.

America First Investment Advisors reported no remaining Caterpillar position as of Q3 2024 after selling out during the quarter.
America First Investment Advisors sold 192 Caterpillar shares in Q3 2024, an estimated $64K.
America First Investment Advisors first reported a position in Caterpillar in Q2 2013 and held it in 17 quarters.
America First Investment Advisors's Caterpillar position peaked at $70.4K in Q1 2024.
2,835 funds tracked by Wall St. Rank held Caterpillar as of Q3 2024.

Based on America First Investment Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.