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Buckingham Capital Management (Ohio)’s Caterpillar CAT Stock Holding History

Buckingham Capital Management (Ohio)’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 		$570K Buy
1,570
+2
+0.1% +$776 0.07% 93
2024
Q3 		$613K Buy
1,568
+448
+40% +$155K 0.07% 93
2024
Q2 		$373K Buy
+1,120
New +$388K 0.04% 108
2019
Q4 		– Sell
-1,771
Closed -$224K – 132
2019
Q3 		$224K Sell
1,771
-1,759
-50% -$223K 0.04% 122
2019
Q2 		$481K Sell
3,530
-527
-13% -$69.6K 0.09% 107
2019
Q1 		$550K Sell
4,057
-199
-5% -$26.4K 0.11% 105
2018
Q4 		$541K Buy
4,256
+1,065
+33% +$139K 0.12% 109
2018
Q3 		$487K Buy
3,191
+1,388
+77% +$196K 0.1% 115
2018
Q2 		$245K Buy
+1,803
New +$269K 0.05% 135
2015
Q1 		– Sell
-9,580
Closed -$877K – 175
2014
Q4 		$877K Sell
9,580
-120
-1% -$11.7K 0.26% 103
2014
Q3 		$961K Sell
9,700
-255
-3% -$27K 0.3% 105
2014
Q2 		$1.08M Sell
9,955
-75
-0.7% -$7.87K 0.34% 96
2014
Q1 		$997K Hold
10,030
– – 0.33% 94
2013
Q4 		$911K Sell
10,030
-200
-2% -$17.1K 0.32% 96
2013
Q3 		$857K Sell
10,230
-395
-4% -$33.4K 0.35% 99
2013
Q2 		$876K Buy
+10,625
New +$904K 0.36% 87

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

Buckingham Capital Management (Ohio)'s CAT Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) increased its Caterpillar (CAT) stake by 0.13% in Q4 2024, buying an estimated $776 and bringing the position to 1,570 shares worth $570K. The position accounts for 0.07% of the portfolio, ranked #93.

Buckingham Capital Management (Ohio) first reported a position in CAT in Q2 2013 and has held it in 16 quarters since. The position peaked at $1.08M in Q2 2014. 3,001 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • Buckingham Capital Management (Ohio) held 1,570 shares of Caterpillar worth $570K as of Q4 2024.
  • Buckingham Capital Management (Ohio) bought 2 Caterpillar shares in Q4 2024, an estimated $776.
  • Caterpillar made up 0.07% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #93 holding.
  • Buckingham Capital Management (Ohio) first reported a position in Caterpillar in Q2 2013 and has held it in 16 quarters since.
  • Buckingham Capital Management (Ohio)'s Caterpillar position peaked at $1.08M in Q2 2014.
  • 3,001 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.