IA
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IAM Advisory’s Caterpillar CAT Stock Holding History

IAM Advisory’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
-3,984
Closed -$1.46M – 103
2024
Q1 		$1.46M Buy
3,984
+45
+1% +$14.4K 0.4% 46
2023
Q4 		$1.16M Sell
3,939
-91
-2% -$23.6K 0.37% 42
2023
Q3 		$1.1M Sell
4,030
-5
-0.1% -$1.36K 0.38% 41
2023
Q2 		$993K Sell
4,035
-17
-0.4% -$3.79K 0.34% 43
2023
Q1 		$927K Buy
+4,052
New +$980K 0.32% 46

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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IAM Advisory's CAT Position: Q2 2024 in Review

IAM Advisory sold out of Caterpillar (CAT) in Q2 2024, closing a stake of 3,984 shares — an estimated $1.46M sold.

IAM Advisory first reported a position in CAT in Q1 2023 and held it in 5 quarters. The position peaked at $1.46M in Q1 2024. 2,711 funds tracked by Wall St. Rank hold CAT as of Q2 2024.

  • IAM Advisory reported no remaining Caterpillar position as of Q2 2024 after selling out during the quarter.
  • IAM Advisory sold 3,984 Caterpillar shares in Q2 2024, an estimated $1.46M.
  • IAM Advisory first reported a position in Caterpillar in Q1 2023 and held it in 5 quarters.
  • IAM Advisory's Caterpillar position peaked at $1.46M in Q1 2024.
  • 2,711 funds tracked by Wall St. Rank held Caterpillar as of Q2 2024.

Based on IAM Advisory's 13F filing for Q2 2024, filed 12 Jul 2024.