Brophy Wealth Management’s Caterpillar CAT Stock Holding History

Brophy 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 Q3	$409K	Buy	+1,045	New	+$361K	0.15%	151

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

Brophy Wealth Management's CAT Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Caterpillar (CAT) in Q3 2024: 1,045 shares worth $409K. The stake represents 0.15% of the portfolio and ranks #151 among its holdings.

2,828 funds tracked by Wall St. Rank hold CAT as of Q3 2024.

Brophy Wealth Management held 1,045 shares of Caterpillar worth $409K as of Q3 2024.
Caterpillar was a new Brophy Wealth Management position in Q3 2024.
Caterpillar made up 0.15% of Brophy Wealth Management's portfolio in Q3 2024, its #151 holding.
2,828 funds tracked by Wall St. Rank held Caterpillar as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.