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LifePro Asset Management’s Caterpillar CAT Stock Holding History

LifePro Asset 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
Q3 		$774K Buy
+1,978
New +$683K 0.47% 60
2023
Q2 		– Sell
-1,043
Closed -$250K – 108
2023
Q1 		$250K Hold
1,043
– – 0.18% 92
2022
Q4 		$250K Buy
+1,043
New +$227K 0.18% 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
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

LifePro Asset Management's CAT Position: Q3 2024 in Review

LifePro Asset Management opened a new position in Caterpillar (CAT) in Q3 2024: 1,978 shares worth $774K. The stake represents 0.47% of the portfolio and ranks #60 among its holdings. This is a return to the name: LifePro Asset Management previously reported a position in CAT as recently as Q1 2023.

LifePro Asset Management first reported a position in CAT in Q4 2022 and has held it in 3 quarters since. 2,828 funds tracked by Wall St. Rank hold CAT as of Q3 2024.

  • LifePro Asset Management held 1,978 shares of Caterpillar worth $774K as of Q3 2024.
  • Caterpillar was a new LifePro Asset Management position in Q3 2024.
  • Caterpillar made up 0.47% of LifePro Asset Management's portfolio in Q3 2024, its #60 holding.
  • LifePro Asset Management first reported a position in Caterpillar in Q4 2022 and has held it in 3 quarters since.
  • 2,828 funds tracked by Wall St. Rank held Caterpillar as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.