CPG
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Custom Portfolio Group’s Caterpillar CAT Stock Holding History

Custom Portfolio Group’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
Q2 		$13K Hold
39
– – 0.01% 160
2024
Q1 		$14.3K Hold
39
– – 0.01% 159
2023
Q4 		$11.6K Buy
+39
New +$10.1K 0.01% 160

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Custom Portfolio Group's CAT Position: Q2 2024 in Review

Custom Portfolio Group held its Caterpillar (CAT) position steady in Q2 2024 at 39 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #160.

Custom Portfolio Group first reported a position in CAT in Q4 2023 and has held it in 3 quarters since. The position peaked at $14.3K in Q1 2024. 2,709 funds tracked by Wall St. Rank hold CAT as of Q2 2024.

  • Custom Portfolio Group held 39 shares of Caterpillar worth $13K as of Q2 2024.
  • Custom Portfolio Group left its Caterpillar share count unchanged in Q2 2024.
  • Caterpillar made up 0.01% of Custom Portfolio Group's portfolio in Q2 2024, its #160 holding.
  • Custom Portfolio Group first reported a position in Caterpillar in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's Caterpillar position peaked at $14.3K in Q1 2024.
  • 2,709 funds tracked by Wall St. Rank held Caterpillar as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.