Hamilton Wealth’s Caterpillar CAT Stock Holding History

Hamilton Wealth’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	-1,686	Closed	-$618K	–	105
2024 Q1	$618K	Buy	+1,686	New	+$539K	0.19%	52

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

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

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

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

Hamilton Wealth's CAT Position: Q2 2024 in Review

Hamilton Wealth sold out of Caterpillar (CAT) in Q2 2024, closing a stake of 1,686 shares — an estimated $618K sold.

Hamilton Wealth first reported a position in CAT in Q1 2024 and held it in 1 quarter. The position peaked at $618K in Q1 2024. 2,703 funds tracked by Wall St. Rank hold CAT as of Q2 2024.

Hamilton Wealth reported no remaining Caterpillar position as of Q2 2024 after selling out during the quarter.
Hamilton Wealth sold 1,686 Caterpillar shares in Q2 2024, an estimated $618K.
Hamilton Wealth first reported a position in Caterpillar in Q1 2024 and held it in 1 quarter.
Hamilton Wealth's Caterpillar position peaked at $618K in Q1 2024.
2,703 funds tracked by Wall St. Rank held Caterpillar as of Q2 2024.

Based on Hamilton Wealth's 13F filing for Q2 2024, filed 13 Aug 2024.