KWAG
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Kiely Wealth Advisory Group’s Caterpillar CAT Stock Holding History

Kiely Wealth Advisory Group’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 		$90.8K Hold
250
– – 0.06% 93
2024
Q3 		$98.5K Hold
250
– – 0.06% 90
2024
Q2 		$83.7K Hold
250
– – 0.05% 81
2024
Q1 		$87.1K Buy
250
+50
+25% +$16K 0.05% 76
2023
Q4 		$60.5K Buy
+200
New +$51.9K 0.04% 91

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 $1.6B AUM 20.7% 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

Kiely Wealth Advisory Group's CAT Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Caterpillar (CAT) position steady in Q4 2024 at 250 shares worth $90.8K. The position accounts for 0.06% of the portfolio, ranked #93.

Kiely Wealth Advisory Group first reported a position in CAT in Q4 2023 and has held it in 5 quarters since. The position peaked at $98.5K in Q3 2024. 3,000 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • Kiely Wealth Advisory Group held 250 shares of Caterpillar worth $90.8K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Caterpillar share count unchanged in Q4 2024.
  • Caterpillar made up 0.06% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #93 holding.
  • Kiely Wealth Advisory Group first reported a position in Caterpillar in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Caterpillar position peaked at $98.5K in Q3 2024.
  • 3,000 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.