Macroview Investment Management’s Caterpillar CAT Stock Holding History

Macroview Investment 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	–	Sell	-39	Closed	-$15.3K	–	166
2024 Q3	$15.3K	Hold	39	–	–	0.01%	193
2024 Q2	$13K	Hold	39	–	–	0.01%	208
2024 Q1	$14.3K	Hold	39	–	–	0.02%	217
2023 Q4	$11.5K	Sell	39 -205	-84%	-$53.2K	0.01%	235
2023 Q3	$66.6K	Buy	244 +214	+713%	+$58.1K	0.09%	102
2023 Q2	$7.38K	Hold	30	–	–	0.01%	298
2023 Q1	$6.87K	Sell	30 -50	-63%	-$12.1K	0.01%	294
2022 Q4	$19.2K	Buy	80 +50	+167%	+$10.9K	0.03%	134
2022 Q3	$5K	Hold	30	–	–	0.01%	282
2022 Q2	$5K	Hold	30	–	–	0.01%	308
2022 Q1	$7K	Hold	30	–	–	0.01%	292
2021 Q4	$6K	Hold	30	–	–	0.01%	269
2021 Q3	$6K	Hold	30	–	–	0.01%	267
2021 Q2	$7K	Hold	30	–	–	0.01%	204
2021 Q1	$7K	Hold	30	–	–	0.01%	180
2020 Q4	$5K	Hold	30	–	–	0.01%	181
2020 Q3	$4K	Hold	30	–	–	0.01%	177
2020 Q2	$4K	Hold	30	–	–	0.01%	158
2020 Q1	$3K	Hold	30	–	–	0.01%	169
2019 Q4	$4K	Hold	30	–	–	0.01%	182
2019 Q3	$4K	Hold	30	–	–	0.01%	181
2019 Q2	$4K	Hold	30	–	–	0.01%	181
2019 Q1	$4K	Buy	+30	New	+$3.98K	0.01%	192
2018 Q2	–	Sell	-10	Closed	-$1K	–	285
2018 Q1	$1K	Buy	+10	New	+$1.58K	﹤0.01%	221

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Macroview Investment Management's CAT Position: Q4 2024 in Review

Macroview Investment Management sold out of Caterpillar (CAT) in Q4 2024, closing a stake of 39 shares — an estimated $15.3K sold.

Macroview Investment Management first reported a position in CAT in Q1 2018 and held it in 24 quarters. The position peaked at $66.6K in Q3 2023. 3,000 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

Macroview Investment Management reported no remaining Caterpillar position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 39 Caterpillar shares in Q4 2024, an estimated $15.3K.
Macroview Investment Management first reported a position in Caterpillar in Q1 2018 and held it in 24 quarters.
Macroview Investment Management's Caterpillar position peaked at $66.6K in Q3 2023.
3,000 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.