Delap Wealth Advisory’s Caterpillar CAT Stock Holding History

Delap Wealth Advisory’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	–	Sell	-768	Closed	-$281K	–	148
2024 Q1	$281K	Buy	+768	New	+$245K	0.11%	168

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

Delap Wealth Advisory's CAT Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Caterpillar (CAT) in Q2 2024, closing a stake of 768 shares — an estimated $281K sold.

Delap Wealth Advisory first reported a position in CAT in Q1 2024 and held it in 1 quarter. The position peaked at $281K in Q1 2024. 2,703 funds tracked by Wall St. Rank hold CAT as of Q2 2024.

Delap Wealth Advisory reported no remaining Caterpillar position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 768 Caterpillar shares in Q2 2024, an estimated $281K.
Delap Wealth Advisory first reported a position in Caterpillar in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Caterpillar position peaked at $281K in Q1 2024.
2,703 funds tracked by Wall St. Rank held Caterpillar as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.