BBJS Financial Advisors’s Caterpillar CAT Stock Holding History

BBJS Financial 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	$32.6K	Hold	83	–	–	0.01%	85
2024 Q2	$27.6K	Buy	+83	New	+$28.8K	0.01%	90

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

BBJS Financial Advisors's CAT Position: Q3 2024 in Review

BBJS Financial Advisors held its Caterpillar (CAT) position steady in Q3 2024 at 83 shares worth $32.6K. The position accounts for 0.01% of the portfolio, ranked #85.

BBJS Financial Advisors first reported a position in CAT in Q2 2024 and has held it in 2 quarters since. 2,828 funds tracked by Wall St. Rank hold CAT as of Q3 2024.

BBJS Financial Advisors held 83 shares of Caterpillar worth $32.6K as of Q3 2024.
BBJS Financial Advisors left its Caterpillar share count unchanged in Q3 2024.
Caterpillar made up 0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #85 holding.
BBJS Financial Advisors first reported a position in Caterpillar in Q2 2024 and has held it in 2 quarters since.
2,828 funds tracked by Wall St. Rank held Caterpillar as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.