Credential Qtrade Securities’s Caterpillar CAT Stock Holding History

Credential Qtrade Securities’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 Q1	$24.6K	Hold	67	–	–	﹤0.01%	278
2023 Q4	$19.8K	Hold	67	–	–	﹤0.01%	270
2023 Q3	$18.3K	Hold	67	–	–	﹤0.01%	264
2023 Q2	$16.5K	Sell	67 -297	-82%	-$66.2K	﹤0.01%	275
2023 Q1	$83.3K	Buy	364 +297	+443%	+$71.8K	0.01%	249
2022 Q4	$16.1K	Hold	67	–	–	﹤0.01%	283
2022 Q3	$11K	Hold	67	–	–	﹤0.01%	292
2022 Q2	$12K	Buy	+67	New	+$14.1K	﹤0.01%	294
2019 Q4	–	Sell	-75	Closed	-$9.47K	–	305
2019 Q3	$9.47K	Buy	+75	New	+$9.53K	﹤0.01%	240

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Credential Qtrade Securities's CAT Position: Q1 2024 in Review

Credential Qtrade Securities held its Caterpillar (CAT) position steady in Q1 2024 at 67 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Credential Qtrade Securities first reported a position in CAT in Q3 2019 and has held it in 9 quarters since. The position peaked at $83.3K in Q1 2023. 2,709 funds tracked by Wall St. Rank hold CAT as of Q1 2024.

Credential Qtrade Securities held 67 shares of Caterpillar worth $24.6K as of Q1 2024.
Credential Qtrade Securities left its Caterpillar share count unchanged in Q1 2024.
Caterpillar made up ﹤0.01% of Credential Qtrade Securities's portfolio in Q1 2024, its #278 holding.
Credential Qtrade Securities first reported a position in Caterpillar in Q3 2019 and has held it in 9 quarters since.
Credential Qtrade Securities's Caterpillar position peaked at $83.3K in Q1 2023.
2,709 funds tracked by Wall St. Rank held Caterpillar as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.