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First Trust Investment Solutions’s Caterpillar CAT Stock Holding History

First Trust Investment Solutions’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 		$1.51M Sell
3,852
-1,297
-25% -$448K 0.17% 110
2024
Q2 		$1.72M Buy
5,149
+3,190
+163% +$1.11M 0.24% 101
2024
Q1 		$718K Sell
1,959
-68
-3% -$21.7K 0.13% 122
2023
Q4 		$599K Buy
+2,027
New +$526K 0.12% 127

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

First Trust Investment Solutions's CAT Position: Q3 2024 in Review

First Trust Investment Solutions reduced its Caterpillar (CAT) stake by 25% in Q3 2024, selling an estimated $448K and leaving 3,852 shares worth $1.51M. The position accounts for 0.17% of the portfolio, ranked #110.

First Trust Investment Solutions first reported a position in CAT in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.72M in Q2 2024. 2,828 funds tracked by Wall St. Rank hold CAT as of Q3 2024.

  • First Trust Investment Solutions held 3,852 shares of Caterpillar worth $1.51M as of Q3 2024.
  • First Trust Investment Solutions sold 1,297 Caterpillar shares in Q3 2024, an estimated $448K.
  • Caterpillar made up 0.17% of First Trust Investment Solutions's portfolio in Q3 2024, its #110 holding.
  • First Trust Investment Solutions first reported a position in Caterpillar in Q4 2023 and has held it in 4 quarters since.
  • First Trust Investment Solutions's Caterpillar position peaked at $1.72M in Q2 2024.
  • 2,828 funds tracked by Wall St. Rank held Caterpillar as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.