FWM
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Fairhaven Wealth Management’s Caterpillar CAT Stock Holding History

Fairhaven 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 		$2.39M Buy
6,580
+131
+2% +$50.8K 0.75% 30
2024
Q3 		$2.52M Buy
6,449
+157
+2% +$54.2K 0.77% 30
2024
Q2 		$2.1M Buy
+6,292
New +$2.18M 0.69% 32

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 $1.88B AUM 29.07% 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

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

Fairhaven Wealth Management increased its Caterpillar (CAT) stake by 2% in Q4 2024, buying an estimated $50.8K and bringing the position to 6,580 shares worth $2.39M. The position accounts for 0.75% of the portfolio, ranked #30.

Fairhaven Wealth Management first reported a position in CAT in Q2 2024 and has held it in 3 quarters since. The position peaked at $2.52M in Q3 2024. 3,001 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • Fairhaven Wealth Management held 6,580 shares of Caterpillar worth $2.39M as of Q4 2024.
  • Fairhaven Wealth Management bought 131 Caterpillar shares in Q4 2024, an estimated $50.8K.
  • Caterpillar made up 0.75% of Fairhaven Wealth Management's portfolio in Q4 2024, its #30 holding.
  • Fairhaven Wealth Management first reported a position in Caterpillar in Q2 2024 and has held it in 3 quarters since.
  • Fairhaven Wealth Management's Caterpillar position peaked at $2.52M in Q3 2024.
  • 3,001 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.