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Edge Capital Group’s Caterpillar CAT Stock Holding History

Edge Capital 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
Q4 		$1.24M Buy
3,410
+186
+6% +$72.1K 0.06% 152
2024
Q3 		$1.26M Sell
3,224
-49
-1% -$16.9K 0.06% 149
2024
Q2 		$1.09M Sell
3,273
-27
-0.8% -$9.36K 0.05% 157
2024
Q1 		$1.21M Sell
3,300
-90
-3% -$28.8K 0.06% 153
2023
Q4 		$1M Sell
3,390
-449
-12% -$116K 0.06% 164
2023
Q3 		$1.05M Sell
3,839
-7,000
-65% -$1.9M 0.07% 146
2023
Q2 		$2.67M Sell
10,839
-156
-1% -$34.8K 0.15% 120
2023
Q1 		$2.52M Buy
10,995
+8,200
+293% +$1.98M 0.16% 111
2022
Q4 		$670K Buy
2,795
+710
+34% +$155K 0.05% 167
2022
Q3 		$342K Sell
2,085
-7,878
-79% -$1.44M 0.03% 218
2022
Q2 		$1.78M Sell
9,963
-44,908
-82% -$9.46M 0.15% 107
2022
Q1 		$12.2M Buy
54,871
+7,556
+16% +$1.58M 0.84% 25
2021
Q4 		$9.78M Sell
47,315
-794
-2% -$160K 0.69% 31
2021
Q3 		$9.23M Buy
48,109
+2,965
+7% +$617K 0.73% 30
2021
Q2 		$9.82M Buy
45,144
+6,538
+17% +$1.51M 0.78% 26
2021
Q1 		$8.95M Buy
38,606
+87
+0.2% +$18K 0.75% 30
2020
Q4 		$7.01M Buy
+38,519
New +$6.53M 0.59% 43

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

Edge Capital Group's CAT Position: Q4 2024 in Review

Edge Capital Group increased its Caterpillar (CAT) stake by 5.8% in Q4 2024, buying an estimated $72.1K and bringing the position to 3,410 shares worth $1.24M. The position accounts for 0.06% of the portfolio, ranked #152.

Edge Capital Group first reported a position in CAT in Q4 2020 and has held it in 17 quarters since. The position peaked at $12.2M in Q1 2022. 3,000 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • Edge Capital Group held 3,410 shares of Caterpillar worth $1.24M as of Q4 2024.
  • Edge Capital Group bought 186 Caterpillar shares in Q4 2024, an estimated $72.1K.
  • Caterpillar made up 0.06% of Edge Capital Group's portfolio in Q4 2024, its #152 holding.
  • Edge Capital Group first reported a position in Caterpillar in Q4 2020 and has held it in 17 quarters since.
  • Edge Capital Group's Caterpillar position peaked at $12.2M in Q1 2022.
  • 3,000 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.