HGERS
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Householder Group Estate & Retirement Specialist’s Caterpillar CAT Stock Holding History

Householder Group Estate & Retirement Specialist’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
-1,364
Closed -$533K – 636
2024
Q3 		$533K Sell
1,364
-227
-14% -$78.4K 0.16% 130
2024
Q2 		$530K Buy
1,591
+10
+0.6% +$3.47K 0.15% 133
2024
Q1 		$580K Buy
1,581
+200
+14% +$63.9K 0.17% 118
2023
Q4 		$408K Sell
1,381
-29
-2% -$7.52K 0.13% 143
2023
Q3 		$385K Buy
+1,410
New +$383K 0.14% 138
2023
Q1 		$482K Buy
+2,107
New +$509K 0.19% 109
2022
Q4 		– Sell
-1,364
Closed -$223K – 435
2022
Q3 		$223K Buy
1,364
+138
+11% +$25.2K 0.09% 177
2022
Q2 		$219K Buy
1,226
+3
+0.2% +$632 0.1% 181
2022
Q1 		$273K Buy
1,223
+247
+25% +$51.8K 0.11% 171
2021
Q4 		$202K Buy
+976
New +$197K 0.08% 191

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

Householder Group Estate & Retirement Specialist's CAT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Caterpillar (CAT) in Q4 2024, closing a stake of 1,364 shares — an estimated $533K sold.

Householder Group Estate & Retirement Specialist first reported a position in CAT in Q4 2021 and held it in 10 quarters. The position peaked at $580K in Q1 2024. 3,001 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Caterpillar position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,364 Caterpillar shares in Q4 2024, an estimated $533K.
  • Householder Group Estate & Retirement Specialist first reported a position in Caterpillar in Q4 2021 and held it in 10 quarters.
  • Householder Group Estate & Retirement Specialist's Caterpillar position peaked at $580K in Q1 2024.
  • 3,001 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.