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Bridge Advisory’s Caterpillar CAT Stock Holding History

Bridge Advisory’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 		$330K Buy
844
+4
+0.5% +$1.38K 0.16% 78
2024
Q2 		$280K Buy
840
+13
+2% +$4.51K 0.14% 83
2024
Q1 		$303K Buy
827
+3
+0.4% +$959 0.15% 86
2023
Q4 		$244K Hold
824
– – 0.12% 98
2023
Q3 		$225K Buy
824
+9
+1% +$2.44K 0.08% 136
2023
Q2 		$201K Buy
+815
New +$182K 0.07% 129

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bridge Advisory's CAT Position: Q3 2024 in Review

Bridge Advisory increased its Caterpillar (CAT) stake by 0.48% in Q3 2024, buying an estimated $1.38K and bringing the position to 844 shares worth $330K. The position accounts for 0.16% of the portfolio, ranked #78.

Bridge Advisory first reported a position in CAT in Q2 2023 and has held it in 6 quarters since. 2,828 funds tracked by Wall St. Rank hold CAT as of Q3 2024.

  • Bridge Advisory held 844 shares of Caterpillar worth $330K as of Q3 2024.
  • Bridge Advisory bought 4 Caterpillar shares in Q3 2024, an estimated $1.38K.
  • Caterpillar made up 0.16% of Bridge Advisory's portfolio in Q3 2024, its #78 holding.
  • Bridge Advisory first reported a position in Caterpillar in Q2 2023 and has held it in 6 quarters since.
  • 2,828 funds tracked by Wall St. Rank held Caterpillar as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.