MWM
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Mittelman Wealth Management’s Caterpillar CAT Stock Holding History

Mittelman Wealth 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
Q3 		– Sell
-4,287
Closed -$1.43M – 37
2024
Q2 		$1.43M Sell
4,287
-156
-4% -$54.1K 0.93% 26
2024
Q1 		$1.63M Buy
+4,443
New +$1.42M 1.1% 23

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

Mittelman Wealth Management's CAT Position: Q3 2024 in Review

Mittelman Wealth Management sold out of Caterpillar (CAT) in Q3 2024, closing a stake of 4,287 shares — an estimated $1.43M sold.

Mittelman Wealth Management first reported a position in CAT in Q1 2024 and held it in 2 quarters. The position peaked at $1.63M in Q1 2024. 2,828 funds tracked by Wall St. Rank hold CAT as of Q3 2024.

  • Mittelman Wealth Management reported no remaining Caterpillar position as of Q3 2024 after selling out during the quarter.
  • Mittelman Wealth Management sold 4,287 Caterpillar shares in Q3 2024, an estimated $1.43M.
  • Mittelman Wealth Management first reported a position in Caterpillar in Q1 2024 and held it in 2 quarters.
  • Mittelman Wealth Management's Caterpillar position peaked at $1.63M in Q1 2024.
  • 2,828 funds tracked by Wall St. Rank held Caterpillar as of Q3 2024.

Based on Mittelman Wealth Management's 13F filing for Q3 2024, filed 18 Nov 2024.