BWM
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BKM Wealth Management’s Caterpillar CAT Stock Holding History

BKM 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
Q2 		– Sell
-210
Closed -$77K – 152
2024
Q1 		$77K Sell
210
-285
-58% -$91.1K 0.03% 186
2023
Q4 		$147K Buy
+495
New +$128K 0.06% 174

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BKM Wealth Management's CAT Position: Q2 2024 in Review

BKM Wealth Management sold out of Caterpillar (CAT) in Q2 2024, closing a stake of 210 shares — an estimated $77K sold.

BKM Wealth Management first reported a position in CAT in Q4 2023 and held it in 2 quarters. The position peaked at $147K in Q4 2023. 2,703 funds tracked by Wall St. Rank hold CAT as of Q2 2024.

  • BKM Wealth Management reported no remaining Caterpillar position as of Q2 2024 after selling out during the quarter.
  • BKM Wealth Management sold 210 Caterpillar shares in Q2 2024, an estimated $77K.
  • BKM Wealth Management first reported a position in Caterpillar in Q4 2023 and held it in 2 quarters.
  • BKM Wealth Management's Caterpillar position peaked at $147K in Q4 2023.
  • 2,703 funds tracked by Wall St. Rank held Caterpillar as of Q2 2024.

Based on BKM Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.