Geller Advisors’s Caterpillar CAT Stock Holding History

Geller Advisors’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	$671K	Sell	1,850 -1,194	-39%	-$463K	0.04%	99
2024 Q3	$1.19M	Sell	3,044 -3	-0.1%	-$1.04K	0.08%	63
2024 Q2	$1.01M	Buy	3,047 +41	+1%	+$14.2K	0.08%	73
2024 Q1	$1.1M	Sell	3,006 -32	-1%	-$10.2K	0.09%	68
2023 Q4	$898K	Sell	3,038 -25	-0.8%	-$6.49K	0.09%	74
2023 Q3	$836K	Buy	3,063 +17	+0.6%	+$4.61K	0.1%	65
2023 Q2	$749K	Buy	3,046 +1,027	+51%	+$229K	0.09%	70
2023 Q1	$462K	Buy	2,019 +351	+21%	+$84.9K	0.07%	75
2022 Q4	$400K	Buy	+1,668	New	+$363K	0.07%	67

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Geller Advisors's CAT Position: Q4 2024 in Review

Geller Advisors reduced its Caterpillar (CAT) stake by 39% in Q4 2024, selling an estimated $463K and leaving 1,850 shares worth $671K. The position accounts for 0.04% of the portfolio, ranked #99.

Geller Advisors first reported a position in CAT in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.19M in Q3 2024. 3,000 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

Geller Advisors held 1,850 shares of Caterpillar worth $671K as of Q4 2024.
Geller Advisors sold 1,194 Caterpillar shares in Q4 2024, an estimated $463K.
Caterpillar made up 0.04% of Geller Advisors's portfolio in Q4 2024, its #99 holding.
Geller Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 9 quarters since.
Geller Advisors's Caterpillar position peaked at $1.19M in Q3 2024.
3,000 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.