BFM
CAT icon

Boston Financial Management’s Caterpillar CAT Stock Holding History

Boston Financial 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 		$571K Buy
1,573
+3
+0.2% +$1.16K 0.02% 233
2024
Q3 		$614K Sell
1,570
-2
-0.1% -$691 0.02% 225
2024
Q2 		$524K Sell
1,572
-196
-11% -$68K 0.02% 235
2024
Q1 		$648K Hold
1,768
– – 0.02% 228
2023
Q4 		$523K Sell
1,768
-4
-0.2% -$1.04K 0.02% 237
2023
Q3 		$484K Buy
1,772
+64
+4% +$17.4K 0.02% 224
2023
Q2 		$420K Sell
1,708
-144
-8% -$32.1K 0.02% 246
2023
Q1 		$424K Sell
1,852
-199
-10% -$48.1K 0.02% 238
2022
Q4 		$491K Sell
2,051
-65
-3% -$14.2K 0.02% 225
2022
Q3 		$347K Buy
2,116
+151
+8% +$27.6K 0.02% 245
2022
Q2 		$351K Sell
1,965
-940
-32% -$198K 0.02% 236
2022
Q1 		$647K Buy
2,905
+171
+6% +$35.9K 0.02% 189
2021
Q4 		$565K Sell
2,734
-125
-4% -$25.2K 0.02% 182
2021
Q3 		$549K Buy
2,859
+259
+10% +$53.9K 0.02% 178
2021
Q2 		$566K Hold
2,600
– – 0.02% 168
2021
Q1 		$603K Sell
2,600
-260
-9% -$53.8K 0.03% 153
2020
Q4 		$521K Hold
2,860
– – 0.02% 165
2020
Q3 		$427K Hold
2,860
– – 0.02% 175
2020
Q2 		$362K Sell
2,860
-1,558
-35% -$185K 0.02% 183
2020
Q1 		$513K Sell
4,418
-155
-3% -$19.8K 0.03% 159
2019
Q4 		$675K Buy
4,573
+260
+6% +$36.3K 0.04% 149
2019
Q3 		$545K Buy
4,313
+1,370
+47% +$174K 0.03% 168
2019
Q2 		$401K Sell
2,943
-170
-5% -$22.5K 0.02% 200
2019
Q1 		$422K Buy
3,113
+170
+6% +$22.6K 0.03% 202
2018
Q4 		$374K Buy
2,943
+23
+0.8% +$2.99K 0.03% 209
2018
Q3 		$445K Sell
2,920
-10
-0.3% -$1.41K 0.03% 216
2018
Q2 		$398K Hold
2,930
– – 0.03% 201
2018
Q1 		$432K Sell
2,930
-370
-11% -$58.4K 0.03% 201
2017
Q4 		$520K Hold
3,300
– – 0.03% 193
2017
Q3 		$412K Hold
3,300
– – 0.03% 205
2017
Q2 		$355K Buy
3,300
+470
+17% +$47.7K 0.03% 222
2017
Q1 		$263K Sell
2,830
-5,944
-68% -$563K 0.02% 239
2016
Q4 		$814K Buy
8,774
+645
+8% +$58.5K 0.06% 187
2016
Q3 		$722K Sell
8,129
-6,773
-45% -$554K 0.06% 189
2016
Q2 		$1.13M Sell
14,902
-1,052
-7% -$78.8K 0.09% 171
2016
Q1 		$1.22M Sell
15,954
-8,093
-34% -$543K 0.18% 114
2015
Q4 		$1.63M Sell
24,047
-3,402
-12% -$238K 0.23% 105
2015
Q3 		$1.79M Sell
27,449
-26,365
-49% -$2.02M 0.25% 106
2015
Q2 		$4.57M Sell
53,814
-11,460
-18% -$985K 0.59% 58
2015
Q1 		$5.22M Sell
65,274
-9,617
-13% -$799K 0.65% 51
2014
Q4 		$6.86M Sell
74,891
-3,745
-5% -$365K 0.86% 38
2014
Q3 		$7.79M Buy
78,636
+5,389
+7% +$571K 1.02% 27
2014
Q2 		$7.96M Buy
73,247
+1,638
+2% +$172K 1.05% 23
2014
Q1 		$7.12M Buy
71,609
+774
+1% +$73K 0.95% 29
2013
Q4 		$6.43M Buy
70,835
+321
+0.5% +$27.4K 0.88% 35
2013
Q3 		$5.88M Buy
70,514
+12,417
+21% +$1.05M 0.88% 34
2013
Q2 		$4.79M Buy
+58,097
New +$4.94M 0.74% 43

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Boston Financial Management's CAT Position: Q4 2024 in Review

Boston Financial Management increased its Caterpillar (CAT) stake by 0.19% in Q4 2024, buying an estimated $1.16K and bringing the position to 1,573 shares worth $571K. The position accounts for 0.02% of the portfolio, ranked #233.

Boston Financial Management first reported a position in CAT in Q2 2013 and has held it in 47 quarters since. The position peaked at $7.96M in Q2 2014. 3,001 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • Boston Financial Management held 1,573 shares of Caterpillar worth $571K as of Q4 2024.
  • Boston Financial Management bought 3 Caterpillar shares in Q4 2024, an estimated $1.16K.
  • Caterpillar made up 0.02% of Boston Financial Management's portfolio in Q4 2024, its #233 holding.
  • Boston Financial Management first reported a position in Caterpillar in Q2 2013 and has held it in 47 quarters since.
  • Boston Financial Management's Caterpillar position peaked at $7.96M in Q2 2014.
  • 3,001 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.