Avitas Wealth Management’s Caterpillar CAT Stock Holding History

Avitas Wealth Management’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	$3.46M	Buy	9,539 +75	+0.8%	+$29.1K	0.48%	51
2024 Q3	$3.7M	Buy	9,464 +156	+2%	+$53.9K	0.52%	49
2024 Q2	$3.1M	Buy	9,308 +45	+0.5%	+$15.6K	0.45%	57
2024 Q1	$3.39M	Buy	9,263 +140	+2%	+$44.7K	0.52%	50
2023 Q4	$2.7M	Buy	9,123 +331	+4%	+$85.9K	0.45%	56
2023 Q3	$2.4M	Sell	8,792 -19	-0.2%	-$5.15K	0.46%	59
2023 Q2	$2.17M	Buy	8,811 +91	+1%	+$20.3K	0.39%	72
2023 Q1	$2M	Sell	8,720 -17	-0.2%	-$4.11K	0.39%	75
2022 Q4	$2.09M	Buy	8,737 +2,393	+38%	+$521K	0.44%	70
2022 Q3	$1.04M	Sell	6,344 -9,427	-60%	-$1.72M	0.24%	110
2022 Q2	$2.82M	Buy	15,771 +2,785	+21%	+$587K	0.62%	48
2022 Q1	$2.89M	Buy	+12,986	New	+$2.72M	0.52%	60

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Avitas Wealth Management's CAT Position: Q4 2024 in Review

Avitas Wealth Management increased its Caterpillar (CAT) stake by 0.79% in Q4 2024, buying an estimated $29.1K and bringing the position to 9,539 shares worth $3.46M. The position accounts for 0.48% of the portfolio, ranked #51.

Avitas Wealth Management first reported a position in CAT in Q1 2022 and has held it in 12 quarters since. The position peaked at $3.7M in Q3 2024. 3,000 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

Avitas Wealth Management held 9,539 shares of Caterpillar worth $3.46M as of Q4 2024.
Avitas Wealth Management bought 75 Caterpillar shares in Q4 2024, an estimated $29.1K.
Caterpillar made up 0.48% of Avitas Wealth Management's portfolio in Q4 2024, its #51 holding.
Avitas Wealth Management first reported a position in Caterpillar in Q1 2022 and has held it in 12 quarters since.
Avitas Wealth Management's Caterpillar position peaked at $3.7M in Q3 2024.
3,000 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.