FF
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Friedenthal Financial’s Caterpillar CAT Stock Holding History

Friedenthal Financial’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 		– Sell
-140
Closed -$51.3K – 238
2024
Q1 		$51.3K Buy
+140
New +$44.7K 0.03% 139
2023
Q4 		– Sell
-2,751
Closed -$751K – 236
2023
Q3 		$751K Buy
+2,751
New +$746K 0.51% 47
2023
Q1 		– Sell
-3,380
Closed -$810K – 111
2022
Q4 		$810K Buy
+3,380
New +$736K 0.56% 37

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

Friedenthal Financial's CAT Position: Q2 2024 in Review

Friedenthal Financial sold out of Caterpillar (CAT) in Q2 2024, closing a stake of 140 shares — an estimated $51.3K sold.

Friedenthal Financial first reported a position in CAT in Q4 2022 and held it in 3 quarters. The position peaked at $810K in Q4 2022. 2,703 funds tracked by Wall St. Rank hold CAT as of Q2 2024.

  • Friedenthal Financial reported no remaining Caterpillar position as of Q2 2024 after selling out during the quarter.
  • Friedenthal Financial sold 140 Caterpillar shares in Q2 2024, an estimated $51.3K.
  • Friedenthal Financial first reported a position in Caterpillar in Q4 2022 and held it in 3 quarters.
  • Friedenthal Financial's Caterpillar position peaked at $810K in Q4 2022.
  • 2,703 funds tracked by Wall St. Rank held Caterpillar as of Q2 2024.

Based on Friedenthal Financial's 13F filing for Q2 2024, filed 16 Jul 2024.