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Epic Trust Investment Advisors’s Caterpillar CAT Stock Holding History

Epic Trust Investment Advisors’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 		$452K Buy
1,355
+25
+2% +$8.67K 0.5% 48
2024
Q1 		$487K Buy
1,330
+72
+6% +$23K 0.6% 42
2023
Q4 		$372K Sell
1,258
-15
-1% -$3.89K 0.5% 55
2023
Q3 		$348K Buy
1,273
+95
+8% +$25.8K 0.55% 53
2023
Q2 		$290K Buy
1,178
+23
+2% +$5.13K 0.41% 64
2023
Q1 		$264K Buy
1,155
+10
+0.9% +$2.42K 0.32% 87
2022
Q4 		$274K Buy
+1,145
New +$249K 0.41% 76

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Epic Trust Investment Advisors's CAT Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its Caterpillar (CAT) stake by 1.9% in Q2 2024, buying an estimated $8.67K and bringing the position to 1,355 shares worth $452K. The position accounts for 0.5% of the portfolio, ranked #48.

Epic Trust Investment Advisors first reported a position in CAT in Q4 2022 and has held it in 7 quarters since. The position peaked at $487K in Q1 2024. 2,704 funds tracked by Wall St. Rank hold CAT as of Q2 2024.

  • Epic Trust Investment Advisors held 1,355 shares of Caterpillar worth $452K as of Q2 2024.
  • Epic Trust Investment Advisors bought 25 Caterpillar shares in Q2 2024, an estimated $8.67K.
  • Caterpillar made up 0.5% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #48 holding.
  • Epic Trust Investment Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 7 quarters since.
  • Epic Trust Investment Advisors's Caterpillar position peaked at $487K in Q1 2024.
  • 2,704 funds tracked by Wall St. Rank held Caterpillar as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.