Madison Investment Advisors’s Caterpillar CAT Stock Holding History

Madison Investment Advisors’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	$8.52M	Buy	+23,476	New	+$9.1M	0.1%	141

Other funds holding CAT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Madison Investment Advisors's CAT Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Caterpillar (CAT) in Q4 2024: 23,476 shares worth $8.52M. The stake represents 0.1% of the portfolio and ranks #141 among its holdings.

3,005 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

Madison Investment Advisors held 23,476 shares of Caterpillar worth $8.52M as of Q4 2024.
Caterpillar was a new Madison Investment Advisors position in Q4 2024.
Caterpillar made up 0.1% of Madison Investment Advisors's portfolio in Q4 2024, its #141 holding.
3,005 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.