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CIC Wealth’s Caterpillar CAT Stock Holding History

CIC Wealth’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 		$1.31M Buy
3,340
+3
+0.1% +$1.04K 0.34% 65
2024
Q2 		$1.11M Sell
3,337
-49
-1% -$17K 0.31% 66
2024
Q1 		$1.24M Sell
3,386
-12
-0.4% -$3.83K 0.36% 63
2023
Q4 		$1M Buy
3,398
+535
+19% +$139K 0.32% 63
2023
Q3 		$782K Sell
2,863
-74
-3% -$20.1K 0.28% 71
2023
Q2 		$723K Buy
2,937
+1
+0% +$223 0.25% 75
2023
Q1 		$672K Sell
2,936
-19
-0.6% -$4.59K 0.25% 78
2022
Q4 		$708K Buy
+2,955
New +$643K 0.29% 75

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CIC Wealth's CAT Position: Q3 2024 in Review

CIC Wealth increased its Caterpillar (CAT) stake by 0.09% in Q3 2024, buying an estimated $1.04K and bringing the position to 3,340 shares worth $1.31M. The position accounts for 0.34% of the portfolio, ranked #65.

CIC Wealth first reported a position in CAT in Q4 2022 and has held it in 8 quarters since. 2,834 funds tracked by Wall St. Rank hold CAT as of Q3 2024.

  • CIC Wealth held 3,340 shares of Caterpillar worth $1.31M as of Q3 2024.
  • CIC Wealth bought 3 Caterpillar shares in Q3 2024, an estimated $1.04K.
  • Caterpillar made up 0.34% of CIC Wealth's portfolio in Q3 2024, its #65 holding.
  • CIC Wealth first reported a position in Caterpillar in Q4 2022 and has held it in 8 quarters since.
  • 2,834 funds tracked by Wall St. Rank held Caterpillar as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.