KIG
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Kowal Investment Group’s Caterpillar CAT Stock Holding History

Kowal Investment 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
Q3 		$1.7M Buy
4,351
+126
+3% +$43.5K 0.31% 47
2024
Q2 		$1.41M Buy
4,225
+13
+0.3% +$4.51K 0.28% 56
2024
Q1 		$1.54M Buy
4,212
+124
+3% +$39.6K 0.33% 48
2023
Q4 		$1.21M Sell
4,088
-1
-0% -$259 0.28% 47
2023
Q3 		$1.12M Buy
4,089
+77
+2% +$20.9K 0.3% 50
2023
Q2 		$987K Sell
4,012
-16
-0.4% -$3.57K 0.26% 52
2023
Q1 		$922K Buy
4,028
+229
+6% +$55.4K 0.26% 52
2022
Q4 		$910K Buy
3,799
+412
+12% +$89.7K 0.27% 51
2022
Q3 		$556K Buy
3,387
+398
+13% +$72.7K 0.19% 64
2022
Q2 		$534K Buy
2,989
+910
+44% +$192K 0.17% 58
2022
Q1 		$463K Buy
2,079
+413
+25% +$86.6K 0.14% 62
2021
Q4 		$344K Buy
1,666
+364
+28% +$73.3K 0.1% 72
2021
Q3 		$250K Buy
1,302
+18
+1% +$3.75K 0.08% 81
2021
Q2 		$279K Buy
+1,284
New +$297K 0.1% 76

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kowal Investment Group's CAT Position: Q3 2024 in Review

Kowal Investment Group increased its Caterpillar (CAT) stake by 3% in Q3 2024, buying an estimated $43.5K and bringing the position to 4,351 shares worth $1.7M. The position accounts for 0.31% of the portfolio, ranked #47.

Kowal Investment Group first reported a position in CAT in Q2 2021 and has held it in 14 quarters since. 2,828 funds tracked by Wall St. Rank hold CAT as of Q3 2024.

  • Kowal Investment Group held 4,351 shares of Caterpillar worth $1.7M as of Q3 2024.
  • Kowal Investment Group bought 126 Caterpillar shares in Q3 2024, an estimated $43.5K.
  • Caterpillar made up 0.31% of Kowal Investment Group's portfolio in Q3 2024, its #47 holding.
  • Kowal Investment Group first reported a position in Caterpillar in Q2 2021 and has held it in 14 quarters since.
  • 2,828 funds tracked by Wall St. Rank held Caterpillar as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.