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Kolinsky Wealth Management’s Caterpillar CAT Stock Holding History

Kolinsky 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
Q4 		$245K Buy
675
+19
+3% +$7.37K 0.15% 138
2024
Q3 		$257K Buy
656
+16
+3% +$5.53K 0.17% 138
2024
Q2 		$213K Buy
640
+79
+14% +$27.4K 0.15% 143
2024
Q1 		$206K Sell
561
-232
-29% -$74.2K 0.16% 137
2023
Q4 		$234K Sell
793
-304
-28% -$78.9K 0.21% 119
2023
Q3 		$299K Buy
+1,097
New +$298K 0.3% 82

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

Kolinsky Wealth Management's CAT Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Caterpillar (CAT) stake by 2.9% in Q4 2024, buying an estimated $7.37K and bringing the position to 675 shares worth $245K. The position accounts for 0.15% of the portfolio, ranked #138.

Kolinsky Wealth Management first reported a position in CAT in Q3 2023 and has held it in 6 quarters since. The position peaked at $299K in Q3 2023. 3,005 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • Kolinsky Wealth Management held 675 shares of Caterpillar worth $245K as of Q4 2024.
  • Kolinsky Wealth Management bought 19 Caterpillar shares in Q4 2024, an estimated $7.37K.
  • Caterpillar made up 0.15% of Kolinsky Wealth Management's portfolio in Q4 2024, its #138 holding.
  • Kolinsky Wealth Management first reported a position in Caterpillar in Q3 2023 and has held it in 6 quarters since.
  • Kolinsky Wealth Management's Caterpillar position peaked at $299K in Q3 2023.
  • 3,005 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.