Cohen Klingenstein’s Caterpillar CAT Stock Holding History

Cohen Klingenstein’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	-8,000	Closed	-$3.13M	–	211
2024 Q3	$3.13M	Hold	8,000	–	–	0.11%	100
2024 Q2	$2.66M	Hold	8,000	–	–	0.1%	104
2024 Q1	$2.93M	Hold	8,000	–	–	0.11%	101
2023 Q4	$2.37M	Hold	8,000	–	–	0.1%	114
2023 Q3	$2.18M	Hold	8,000	–	–	0.1%	110
2023 Q2	$1.97M	Hold	8,000	–	–	0.09%	119
2023 Q1	$1.83M	Hold	8,000	–	–	0.09%	122
2022 Q4	$1.92M	Hold	8,000	–	–	0.1%	121
2022 Q3	$1.31M	Hold	8,000	–	–	0.07%	139
2022 Q2	$1.43M	Hold	8,000	–	–	0.07%	134
2022 Q1	$1.78M	Hold	8,000	–	–	0.07%	128
2021 Q4	$1.65M	Hold	8,000	–	–	0.07%	138
2021 Q3	$1.54M	Hold	8,000	–	–	0.07%	142
2021 Q2	$1.74M	Hold	8,000	–	–	0.07%	140
2021 Q1	$1.85M	Hold	8,000	–	–	0.09%	133
2020 Q4	$1.46M	Hold	8,000	–	–	0.07%	143
2020 Q3	$1.19M	Hold	8,000	–	–	0.07%	145
2020 Q2	$1.01M	Hold	8,000	–	–	0.06%	156
2020 Q1	$928K	Hold	8,000	–	–	0.07%	148
2019 Q4	$1.18M	Hold	8,000	–	–	0.07%	150
2019 Q3	$1.01M	Buy	+8,000	New	+$1.02M	0.06%	158

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Cohen Klingenstein's CAT Position: Q4 2024 in Review

Cohen Klingenstein sold out of Caterpillar (CAT) in Q4 2024, closing a stake of 8,000 shares — an estimated $3.13M sold.

Cohen Klingenstein first reported a position in CAT in Q3 2019 and held it in 21 quarters. The position peaked at $3.13M in Q3 2024. 3,000 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

Cohen Klingenstein reported no remaining Caterpillar position as of Q4 2024 after selling out during the quarter.
Cohen Klingenstein sold 8,000 Caterpillar shares in Q4 2024, an estimated $3.13M.
Cohen Klingenstein first reported a position in Caterpillar in Q3 2019 and held it in 21 quarters.
Cohen Klingenstein's Caterpillar position peaked at $3.13M in Q3 2024.
3,000 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on Cohen Klingenstein's 13F filing for Q4 2024, filed 15 Jan 2025.