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GGM Wealth Advisors’s Caterpillar CAT Stock Holding History

GGM Wealth 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 		– Sell
-885
Closed -$346K – 143
2024
Q3 		$346K Sell
885
-41
-4% -$14.2K 0.15% 102
2024
Q2 		$308K Sell
926
-15
-2% -$5.2K 0.14% 106
2024
Q1 		$350K Sell
941
-4
-0.4% -$1.28K 0.16% 93
2023
Q4 		$283K Buy
945
+4
+0.4% +$1.04K 0.12% 119
2023
Q3 		$257K Buy
941
+2
+0.2% +$543 0.11% 122
2023
Q2 		$237K Buy
+939
New +$209K 0.1% 128
2023
Q1 		– Sell
-931
Closed -$232K – 73
2022
Q4 		$232K Buy
+931
New +$203K 0.12% 121

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

GGM Wealth Advisors's CAT Position: Q4 2024 in Review

GGM Wealth Advisors sold out of Caterpillar (CAT) in Q4 2024, closing a stake of 885 shares — an estimated $346K sold.

GGM Wealth Advisors first reported a position in CAT in Q4 2022 and held it in 7 quarters. The position peaked at $350K in Q1 2024. 3,001 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • GGM Wealth Advisors reported no remaining Caterpillar position as of Q4 2024 after selling out during the quarter.
  • GGM Wealth Advisors sold 885 Caterpillar shares in Q4 2024, an estimated $346K.
  • GGM Wealth Advisors first reported a position in Caterpillar in Q4 2022 and held it in 7 quarters.
  • GGM Wealth Advisors's Caterpillar position peaked at $350K in Q1 2024.
  • 3,001 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on GGM Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.