CPA
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Clear Point Advisors’s Caterpillar CAT Stock Holding History

Clear Point Advisors’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 		– Sell
-26
Closed -$10.1K – 177
2024
Q3 		$10.1K Hold
26
– – 0.01% 337
2024
Q2 		$8.52K Buy
26
+1
+4% +$347 0.01% 342
2024
Q1 		$9.34K Hold
25
– – 0.01% 339
2023
Q4 		$7.51K Buy
+25
New +$6.49K 0.01% 334

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 $1.6B AUM 20.7% 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

Clear Point Advisors's CAT Position: Q4 2024 in Review

Clear Point Advisors sold out of Caterpillar (CAT) in Q4 2024, closing a stake of 26 shares — an estimated $10.1K sold.

Clear Point Advisors first reported a position in CAT in Q4 2023 and held it in 4 quarters. The position peaked at $10.1K in Q3 2024. 3,000 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • Clear Point Advisors reported no remaining Caterpillar position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 26 Caterpillar shares in Q4 2024, an estimated $10.1K.
  • Clear Point Advisors first reported a position in Caterpillar in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Caterpillar position peaked at $10.1K in Q3 2024.
  • 3,000 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.