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Institutional & Family Asset Management’s Caterpillar CAT Stock Holding History

Institutional & Family Asset Management’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 		$379K Buy
1,137
+4
+0.4% +$1.39K 0.06% 123
2024
Q1 		$415K Buy
1,133
+4
+0.4% +$1.28K 0.07% 118
2023
Q4 		$334K Buy
1,129
+6
+0.5% +$1.56K 0.05% 126
2023
Q3 		$307K Buy
1,123
+5
+0.4% +$1.36K 0.05% 123
2023
Q2 		$275K Buy
1,118
+6
+0.5% +$1.34K 0.04% 129
2023
Q1 		$254K Buy
1,112
+5
+0.5% +$1.21K 0.04% 131
2022
Q4 		$265K Buy
1,107
+6
+0.5% +$1.31K 0.04% 126
2022
Q3 		$181K Buy
1,101
+6
+0.5% +$1.1K 0.03% 141
2022
Q2 		$196K Buy
1,095
+6
+0.6% +$1.26K 0.03% 136
2022
Q1 		$243K Buy
1,089
+6
+0.6% +$1.26K 0.04% 143
2021
Q4 		$224K Buy
1,083
+5
+0.5% +$1.01K 0.03% 152
2021
Q3 		$207K Buy
1,078
+6
+0.6% +$1.25K 0.03% 172
2021
Q2 		$233K Buy
1,072
+4
+0.4% +$924 0.04% 159
2021
Q1 		$248K Buy
1,068
+5
+0.5% +$1.03K 0.05% 161
2020
Q4 		$193K Buy
1,063
+6
+0.6% +$1.02K 0.04% 187
2020
Q3 		$158K Sell
1,057
-24
-2% -$3.37K 0.04% 190
2020
Q2 		$137K Buy
1,081
+10
+0.9% +$1.19K 0.03% 206
2020
Q1 		$124K Sell
1,071
-112
-9% -$14.3K 0.03% 183
2019
Q4 		$175K Buy
1,183
+8
+0.7% +$1.12K 0.04% 178
2019
Q3 		$148K Sell
1,175
-141
-11% -$17.9K 0.03% 183
2019
Q2 		$179K Buy
1,316
+8
+0.6% +$1.06K 0.04% 174
2019
Q1 		$177K Sell
1,308
-102
-7% -$13.5K 0.04% 186
2018
Q4 		$179K Buy
1,410
+194
+16% +$25.2K 0.04% 170
2018
Q3 		$185K Buy
1,216
+7
+0.6% +$990 0.04% 193
2018
Q2 		$164K Sell
1,209
-89
-7% -$13.3K 0.03% 202
2018
Q1 		$191K Buy
+1,298
New +$205K 0.04% 173

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Institutional & Family Asset Management's CAT Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Caterpillar (CAT) stake by 0.35% in Q2 2024, buying an estimated $1.39K and bringing the position to 1,137 shares worth $379K. The position accounts for 0.06% of the portfolio, ranked #123.

Institutional & Family Asset Management first reported a position in CAT in Q1 2018 and has held it in 26 quarters since. The position peaked at $415K in Q1 2024. 2,703 funds tracked by Wall St. Rank hold CAT as of Q2 2024.

  • Institutional & Family Asset Management held 1,137 shares of Caterpillar worth $379K as of Q2 2024.
  • Institutional & Family Asset Management bought 4 Caterpillar shares in Q2 2024, an estimated $1.39K.
  • Caterpillar made up 0.06% of Institutional & Family Asset Management's portfolio in Q2 2024, its #123 holding.
  • Institutional & Family Asset Management first reported a position in Caterpillar in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Caterpillar position peaked at $415K in Q1 2024.
  • 2,703 funds tracked by Wall St. Rank held Caterpillar as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.