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Lake Street Advisors Group’s Caterpillar CAT Stock Holding History

Lake Street Advisors 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 		$5.9M Buy
16,257
+7,803
+92% +$3.03M 0.27% 61
2024
Q3 		$3.31M Sell
8,454
-7,682
-48% -$2.65M 0.15% 72
2024
Q2 		$5.37M Buy
16,136
+129
+0.8% +$44.7K 0.26% 60
2024
Q1 		$5.87M Buy
16,007
+443
+3% +$142K 0.27% 61
2023
Q4 		$4.6M Sell
15,564
-18
-0.1% -$4.67K 0.23% 71
2023
Q3 		$4.25M Sell
15,582
-163
-1% -$44.2K 0.25% 68
2023
Q2 		$3.87M Buy
15,745
+10
+0.1% +$2.23K 0.21% 73
2023
Q1 		$3.6M Sell
15,735
-65
-0.4% -$15.7K 0.22% 72
2022
Q4 		$3.79M Buy
15,800
+222
+1% +$48.3K 0.25% 63
2022
Q3 		$2.56M Sell
15,578
-578
-4% -$106K 0.19% 84
2022
Q2 		$2.89M Buy
16,156
+770
+5% +$162K 0.21% 72
2022
Q1 		$3.43M Buy
15,386
+375
+2% +$78.6K 0.22% 73
2021
Q4 		$3.1M Buy
15,011
+12
+0.1% +$2.42K 0.2% 75
2021
Q3 		$2.88M Buy
14,999
+11,329
+309% +$2.36M 0.31% 57
2021
Q2 		$808K Sell
3,670
-32
-0.9% -$7.39K 0.06% 126
2021
Q1 		$858K Buy
3,702
+37
+1% +$7.66K 0.07% 112
2020
Q4 		$667K Buy
3,665
+42
+1% +$7.12K 0.06% 128
2020
Q3 		$540K Buy
3,623
+162
+5% +$22.8K 0.05% 134
2020
Q2 		$438K Sell
3,461
-316
-8% -$37.5K 0.04% 147
2020
Q1 		$438K Buy
3,777
+1,265
+50% +$162K 0.05% 125
2019
Q4 		$371K Buy
2,512
+76
+3% +$10.6K 0.04% 147
2019
Q3 		$291K Sell
2,436
-70
-3% -$8.89K 0.03% 154
2019
Q2 		$342K Buy
2,506
+275
+12% +$36.3K 0.04% 132
2019
Q1 		$302K Buy
2,231
+183
+9% +$24.3K 0.03% 149
2018
Q4 		$260K Buy
2,048
+199
+11% +$25.9K 0.03% 149
2018
Q3 		$282K Sell
1,849
-1,424
-44% -$201K 0.03% 145
2018
Q2 		$444K Sell
3,273
-69
-2% -$10.3K 0.04% 168
2018
Q1 		$493K Buy
3,342
+114
+4% +$18K 0.06% 136
2017
Q4 		$509K Buy
+3,228
New +$448K 0.06% 138

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 $1.88B AUM 29.07% 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

Lake Street Advisors Group's CAT Position: Q4 2024 in Review

Lake Street Advisors Group increased its Caterpillar (CAT) stake by 92% in Q4 2024, buying an estimated $3.03M and bringing the position to 16,257 shares worth $5.9M. The position accounts for 0.27% of the portfolio, ranked #61.

Lake Street Advisors Group first reported a position in CAT in Q4 2017 and has held it in 29 quarters since. 3,001 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • Lake Street Advisors Group held 16,257 shares of Caterpillar worth $5.9M as of Q4 2024.
  • Lake Street Advisors Group bought 7,803 Caterpillar shares in Q4 2024, an estimated $3.03M.
  • Caterpillar made up 0.27% of Lake Street Advisors Group's portfolio in Q4 2024, its #61 holding.
  • Lake Street Advisors Group first reported a position in Caterpillar in Q4 2017 and has held it in 29 quarters since.
  • 3,001 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.