FCG
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Financial Connections Group’s Caterpillar CAT Stock Holding History

Financial Connections 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
Q3 		– Sell
-87
Closed -$28K – 227
2024
Q2 		$28K Buy
+87
New +$30.2K 0.01% 132
2023
Q2 		– Sell
-207
Closed -$47K – 246
2023
Q1 		$47K Hold
207
– – 0.03% 91
2022
Q4 		$49K Buy
207
+179
+639% +$39K 0.04% 88
2022
Q3 		$4K Hold
28
– – ﹤0.01% 181
2022
Q2 		$5K Hold
28
– – ﹤0.01% 224
2022
Q1 		$6K Hold
28
– – 0.01% 217
2021
Q4 		$5K Buy
+28
New +$5.64K ﹤0.01% 244

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Connections Group's CAT Position: Q3 2024 in Review

Financial Connections Group sold out of Caterpillar (CAT) in Q3 2024, closing a stake of 87 shares — an estimated $28K sold.

Financial Connections Group first reported a position in CAT in Q4 2021 and held it in 7 quarters. The position peaked at $49K in Q4 2022. 2,828 funds tracked by Wall St. Rank hold CAT as of Q3 2024.

  • Financial Connections Group reported no remaining Caterpillar position as of Q3 2024 after selling out during the quarter.
  • Financial Connections Group sold 87 Caterpillar shares in Q3 2024, an estimated $28K.
  • Financial Connections Group first reported a position in Caterpillar in Q4 2021 and held it in 7 quarters.
  • Financial Connections Group's Caterpillar position peaked at $49K in Q4 2022.
  • 2,828 funds tracked by Wall St. Rank held Caterpillar as of Q3 2024.

Based on Financial Connections Group's 13F filing for Q3 2024, filed 18 Oct 2024.