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Dechtman Wealth Management’s Caterpillar CAT Stock Holding History

Dechtman Wealth Management’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 		$309K Buy
852
+192
+29% +$74.5K 0.06% 51
2024
Q3 		$258K Buy
660
+3
+0.5% +$1.04K 0.05% 58
2024
Q2 		$219K Buy
657
+2
+0.3% +$693 0.05% 59
2024
Q1 		$240K Buy
+655
New +$209K 0.06% 58

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

Dechtman Wealth Management's CAT Position: Q4 2024 in Review

Dechtman Wealth Management increased its Caterpillar (CAT) stake by 29% in Q4 2024, buying an estimated $74.5K and bringing the position to 852 shares worth $309K. The position accounts for 0.06% of the portfolio, ranked #51.

Dechtman Wealth Management first reported a position in CAT in Q1 2024 and has held it in 4 quarters since. 3,005 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • Dechtman Wealth Management held 852 shares of Caterpillar worth $309K as of Q4 2024.
  • Dechtman Wealth Management bought 192 Caterpillar shares in Q4 2024, an estimated $74.5K.
  • Caterpillar made up 0.06% of Dechtman Wealth Management's portfolio in Q4 2024, its #51 holding.
  • Dechtman Wealth Management first reported a position in Caterpillar in Q1 2024 and has held it in 4 quarters since.
  • 3,005 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.