Hershey Financial Advisers’s Caterpillar CAT Stock Holding History

Hershey Financial Advisers’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	$6K	Buy	+18	New	+$6.24K	0.01%	108

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

Hershey Financial Advisers's CAT Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in Caterpillar (CAT) in Q2 2024: 18 shares worth $6K. The stake represents 0.01% of the portfolio and ranks #108 among its holdings.

2,703 funds tracked by Wall St. Rank hold CAT as of Q2 2024.

Hershey Financial Advisers held 18 shares of Caterpillar worth $6K as of Q2 2024.
Caterpillar was a new Hershey Financial Advisers position in Q2 2024.
Caterpillar made up 0.01% of Hershey Financial Advisers's portfolio in Q2 2024, its #108 holding.
2,703 funds tracked by Wall St. Rank held Caterpillar as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.