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Mitchell Sinkler & Starr’s Caterpillar CAT Stock Holding History

Mitchell Sinkler & Starr’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
-4,980
Closed -$1.82M – 188
2024
Q1 		$1.82M Buy
4,980
+940
+23% +$300K 0.46% 49
2023
Q4 		$1.19M Buy
+4,040
New +$1.05M 0.22% 86
2023
Q1 		– Sell
-4,980
Closed -$1.19M – 145
2022
Q4 		$1.19M Buy
+4,980
New +$1.08M 0.38% 58
2013
Q3 		– Sell
-8,090
Closed -$667K – 94
2013
Q2 		$667K Buy
+8,090
New +$688K 0.15% 106

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mitchell Sinkler & Starr's CAT Position: Q2 2024 in Review

Mitchell Sinkler & Starr sold out of Caterpillar (CAT) in Q2 2024, closing a stake of 4,980 shares — an estimated $1.82M sold.

Mitchell Sinkler & Starr first reported a position in CAT in Q2 2013 and held it in 4 quarters. The position peaked at $1.82M in Q1 2024. 2,703 funds tracked by Wall St. Rank hold CAT as of Q2 2024.

  • Mitchell Sinkler & Starr reported no remaining Caterpillar position as of Q2 2024 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 4,980 Caterpillar shares in Q2 2024, an estimated $1.82M.
  • Mitchell Sinkler & Starr first reported a position in Caterpillar in Q2 2013 and held it in 4 quarters.
  • Mitchell Sinkler & Starr's Caterpillar position peaked at $1.82M in Q1 2024.
  • 2,703 funds tracked by Wall St. Rank held Caterpillar as of Q2 2024.

Based on Mitchell Sinkler & Starr's 13F filing for Q2 2024, filed 7 Aug 2024.