CCA
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Criterion Capital Advisors’s Caterpillar CAT Stock Holding History

Criterion Capital 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 		$5K Hold
15
– – ﹤0.01% 289
2024
Q3 		$5K Hold
15
– – ﹤0.01% 289
2024
Q2 		$5K Hold
15
– – ﹤0.01% 289
2024
Q1 		$5.5K Hold
15
– – ﹤0.01% 283
2023
Q4 		$4.44K Buy
+15
New +$3.89K ﹤0.01% 297

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

Criterion Capital Advisors's CAT Position: Q4 2024 in Review

Criterion Capital Advisors held its Caterpillar (CAT) position steady in Q4 2024 at 15 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Criterion Capital Advisors first reported a position in CAT in Q4 2023 and has held it in 5 quarters since. The position peaked at $5.5K in Q1 2024. 3,000 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • Criterion Capital Advisors held 15 shares of Caterpillar worth $5K as of Q4 2024.
  • Criterion Capital Advisors left its Caterpillar share count unchanged in Q4 2024.
  • Caterpillar made up ﹤0.01% of Criterion Capital Advisors's portfolio in Q4 2024, its #289 holding.
  • Criterion Capital Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Caterpillar position peaked at $5.5K in Q1 2024.
  • 3,000 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.