Jackson Wealth Management’s Caterpillar CAT Stock Holding History

Jackson Wealth 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 Q1	–	Sell	-721	Closed	-$213K	–	149
2023 Q4	$213K	Sell	721 -347	-32%	-$90K	0.03%	135
2023 Q3	$292K	Sell	1,068 -1,281	-55%	-$348K	0.04%	121
2023 Q2	$578K	Sell	2,349 -75	-3%	-$16.7K	0.08%	89
2023 Q1	$555K	Buy	2,424 +457	+23%	+$110K	0.42%	74
2022 Q4	$471K	Sell	1,967 -886	-31%	-$193K	0.17%	71
2022 Q3	$468K	Buy	+2,853	New	+$521K	0.09%	84
2022 Q2	–	Sell	-3,374	Closed	-$752K	–	96
2022 Q1	$752K	Sell	3,374 -7,099	-68%	-$1.49M	0.1%	93
2021 Q4	$2.17M	Buy	+10,473	New	+$2.11M	0.27%	82
2021 Q3	–	Sell	-1,764	Closed	-$384K	–	92
2021 Q2	$384K	Buy	1,764 +865	+96%	+$200K	0.05%	113
2021 Q1	$208K	Buy	+899	New	+$186K	0.03%	115

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

Jackson Wealth Management's CAT Position: Q1 2024 in Review

Jackson Wealth Management sold out of Caterpillar (CAT) in Q1 2024, closing a stake of 721 shares — an estimated $213K sold.

Jackson Wealth Management first reported a position in CAT in Q1 2021 and held it in 10 quarters. The position peaked at $2.17M in Q4 2021. 2,708 funds tracked by Wall St. Rank hold CAT as of Q1 2024.

Jackson Wealth Management reported no remaining Caterpillar position as of Q1 2024 after selling out during the quarter.
Jackson Wealth Management sold 721 Caterpillar shares in Q1 2024, an estimated $213K.
Jackson Wealth Management first reported a position in Caterpillar in Q1 2021 and held it in 10 quarters.
Jackson Wealth Management's Caterpillar position peaked at $2.17M in Q4 2021.
2,708 funds tracked by Wall St. Rank held Caterpillar as of Q1 2024.

Based on Jackson Wealth Management's 13F filing for Q1 2024, filed 11 Jun 2024.