EWM
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Executive Wealth Management’s Caterpillar CAT Stock Holding History

Executive 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 		$784K Sell
2,162
-12
-0.6% -$4.65K 0.06% 141
2024
Q3 		$850K Buy
+2,174
New +$751K 0.07% 137
2024
Q2 		– Sell
-2,419
Closed -$880K – 142
2024
Q1 		$880K Buy
2,419
+33
+1% +$10.5K 0.08% 123
2023
Q4 		$706K Buy
2,386
+873
+58% +$226K 0.07% 130
2023
Q3 		$413K Buy
1,513
+348
+30% +$94.4K 0.04% 149
2023
Q2 		$287K Buy
1,165
+55
+5% +$12.3K 0.03% 161
2023
Q1 		$254K Sell
1,110
-43
-4% -$10.4K 0.03% 168
2022
Q4 		$276K Buy
+1,153
New +$251K 0.03% 161
2022
Q3 		– Sell
-1,184
Closed -$211K – 178
2022
Q2 		$211K Buy
1,184
+13
+1% +$2.74K 0.03% 172
2022
Q1 		$260K Buy
1,171
+14
+1% +$2.94K 0.03% 168
2021
Q4 		$239K Buy
1,157
+12
+1% +$2.42K 0.02% 175
2021
Q3 		$219K Sell
1,145
-2
-0.2% -$417 0.02% 172
2021
Q2 		$249K Sell
1,147
-198
-15% -$45.7K 0.03% 169
2021
Q1 		$312K Buy
1,345
+237
+21% +$49.1K 0.04% 150
2020
Q4 		$201K Sell
1,108
-556
-33% -$94.3K 0.02% 171
2020
Q3 		$248K Buy
+1,664
New +$234K 0.03% 136
2019
Q3 		– Sell
-1,633
Closed -$223K – 231
2019
Q2 		$223K Buy
1,633
+806
+97% +$107K 0.03% 153
2019
Q1 		$112K Sell
827
-155
-16% -$20.6K 0.02% 186
2018
Q4 		$125K Buy
+982
New +$128K 0.02% 177

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

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

Executive Wealth Management reduced its Caterpillar (CAT) stake by 0.55% in Q4 2024, selling an estimated $4.65K and leaving 2,162 shares worth $784K. The position accounts for 0.06% of the portfolio, ranked #141.

Executive Wealth Management first reported a position in CAT in Q4 2018 and has held it in 19 quarters since. The position peaked at $880K in Q1 2024. 3,000 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • Executive Wealth Management held 2,162 shares of Caterpillar worth $784K as of Q4 2024.
  • Executive Wealth Management sold 12 Caterpillar shares in Q4 2024, an estimated $4.65K.
  • Caterpillar made up 0.06% of Executive Wealth Management's portfolio in Q4 2024, its #141 holding.
  • Executive Wealth Management first reported a position in Caterpillar in Q4 2018 and has held it in 19 quarters since.
  • Executive Wealth Management's Caterpillar position peaked at $880K in Q1 2024.
  • 3,000 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

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