EI
CAT icon

EDMP Inc’s Caterpillar CAT Stock Holding History

EDMP Inc’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 		– Sell
-738
Closed -$289K – 67
2024
Q3 		$289K Sell
738
-147
-17% -$50.8K 0.24% 67
2024
Q2 		$295K Sell
885
-907
-51% -$314K 0.27% 62
2024
Q1 		$657K Hold
1,792
– – 0.55% 49
2023
Q4 		$530K Buy
1,792
+628
+54% +$163K 0.48% 50
2023
Q3 		$318K Hold
1,164
– – 0.32% 55
2023
Q2 		$286K Buy
+1,164
New +$260K 0.27% 55

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

EDMP Inc's CAT Position: Q4 2024 in Review

EDMP Inc sold out of Caterpillar (CAT) in Q4 2024, closing a stake of 738 shares — an estimated $289K sold.

EDMP Inc first reported a position in CAT in Q2 2023 and held it in 6 quarters. The position peaked at $657K in Q1 2024. 3,000 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • EDMP Inc reported no remaining Caterpillar position as of Q4 2024 after selling out during the quarter.
  • EDMP Inc sold 738 Caterpillar shares in Q4 2024, an estimated $289K.
  • EDMP Inc first reported a position in Caterpillar in Q2 2023 and held it in 6 quarters.
  • EDMP Inc's Caterpillar position peaked at $657K in Q1 2024.
  • 3,000 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on EDMP Inc's 13F filing for Q4 2024, filed 29 Jan 2025.