McCarthy & Cox’s Caterpillar CAT Stock Holding History

McCarthy & Cox’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 Q2	–	Sell	-1,429	Closed	-$524K	–	52
2024 Q1	$524K	Buy	+1,429	New	+$457K	0.2%	30

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

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

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

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

McCarthy & Cox's CAT Position: Q2 2024 in Review

McCarthy & Cox sold out of Caterpillar (CAT) in Q2 2024, closing a stake of 1,429 shares — an estimated $524K sold.

McCarthy & Cox first reported a position in CAT in Q1 2024 and held it in 1 quarter. The position peaked at $524K in Q1 2024. 2,703 funds tracked by Wall St. Rank hold CAT as of Q2 2024.

McCarthy & Cox reported no remaining Caterpillar position as of Q2 2024 after selling out during the quarter.
McCarthy & Cox sold 1,429 Caterpillar shares in Q2 2024, an estimated $524K.
McCarthy & Cox first reported a position in Caterpillar in Q1 2024 and held it in 1 quarter.
McCarthy & Cox's Caterpillar position peaked at $524K in Q1 2024.
2,703 funds tracked by Wall St. Rank held Caterpillar as of Q2 2024.

Based on McCarthy & Cox's 13F filing for Q2 2024, filed 23 Jul 2024.