Argent Financial Group’s Caterpillar CAT Stock Holding History

Argent Financial Group’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	$4.25M	Buy	+10,871	New	+$3.75M	0.5%	52

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

Argent Financial Group's CAT Position: Q3 2024 in Review

Argent Financial Group opened a new position in Caterpillar (CAT) in Q3 2024: 10,871 shares worth $4.25M. The stake represents 0.5% of the portfolio and ranks #52 among its holdings.

2,828 funds tracked by Wall St. Rank hold CAT as of Q3 2024.

Argent Financial Group held 10,871 shares of Caterpillar worth $4.25M as of Q3 2024.
Caterpillar was a new Argent Financial Group position in Q3 2024.
Caterpillar made up 0.5% of Argent Financial Group's portfolio in Q3 2024, its #52 holding.
2,828 funds tracked by Wall St. Rank held Caterpillar as of Q3 2024.

Based on Argent Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.