MIA
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Milestone Investment Advisors’s Caterpillar CAT Stock Holding History

Milestone 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
2023
Q4 		– Sell
-160
Closed -$43.7K – 176
2023
Q3 		$43.7K Buy
+160
New +$43.4K 0.01% 211
2023
Q2 		– Sell
-160
Closed -$36.6K – 171
2023
Q1 		$36.6K Buy
+160
New +$38.7K 0.01% 233

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Milestone Investment Advisors's CAT Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Caterpillar (CAT) in Q4 2023, closing a stake of 160 shares — an estimated $43.7K sold.

Milestone Investment Advisors first reported a position in CAT in Q1 2023 and held it in 2 quarters. The position peaked at $43.7K in Q3 2023. 2,578 funds tracked by Wall St. Rank hold CAT as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Caterpillar position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 160 Caterpillar shares in Q4 2023, an estimated $43.7K.
  • Milestone Investment Advisors first reported a position in Caterpillar in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Caterpillar position peaked at $43.7K in Q3 2023.
  • 2,578 funds tracked by Wall St. Rank held Caterpillar as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.