IW
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IronOak Wealth’s Caterpillar CAT Stock Holding History

IronOak 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
Q4 		$2.02M Buy
+5,565
New +$2.16M 2.26% 15

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IronOak Wealth's CAT Position: Q4 2024 in Review

IronOak Wealth opened a new position in Caterpillar (CAT) in Q4 2024: 5,565 shares worth $2.02M. The stake represents 2.26% of the portfolio and ranks #15 among its holdings.

3,005 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • IronOak Wealth held 5,565 shares of Caterpillar worth $2.02M as of Q4 2024.
  • Caterpillar was a new IronOak Wealth position in Q4 2024.
  • Caterpillar made up 2.26% of IronOak Wealth's portfolio in Q4 2024, its #15 holding.
  • 3,005 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on IronOak Wealth's 13F filing for Q4 2024, filed 6 Mar 2025.