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Morningstar Investment Services’s Caterpillar CAT Stock Holding History

Morningstar Investment Services’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 		– Sell
-2,439
Closed -$954K – 175
2024
Q3 		$954K Buy
2,439
+440
+22% +$152K 0.01% 214
2024
Q2 		$655K Buy
1,999
+278
+16% +$96.4K 0.01% 226
2024
Q1 		$628K Sell
1,721
-709
-29% -$227K 0.01% 213
2023
Q4 		$721K Buy
2,430
+1,103
+83% +$286K ﹤0.01% 256
2023
Q3 		$366K Buy
+1,327
New +$360K ﹤0.01% 227
2022
Q1 		– Sell
-1,076
Closed -$222K – 239
2021
Q4 		$222K Sell
1,076
-179
-14% -$36K ﹤0.01% 231
2021
Q3 		$248K Sell
1,255
-237
-16% -$49.4K ﹤0.01% 208
2021
Q2 		$321K Sell
1,492
-819
-35% -$189K ﹤0.01% 198
2021
Q1 		$538K Sell
2,311
-127,055
-98% -$26.3M 0.01% 177
2020
Q4 		$23.5M Sell
129,366
-7,440
-5% -$1.26M 0.33% 83
2020
Q3 		$20.2M Sell
136,806
-7,073
-5% -$994K 0.31% 82
2020
Q2 		$18M Sell
143,879
-4,166
-3% -$494K 0.3% 83
2020
Q1 		$16.5M Buy
+148,045
New +$18.9M 0.3% 88
2019
Q3 		– Sell
-53,596
Closed -$7.3M – 201
2019
Q2 		$7.3M Buy
+53,596
New +$7.08M 0.12% 127
2014
Q4 		– Sell
-2,314
Closed -$229K – 217
2014
Q3 		$229K Sell
2,314
-362
-14% -$38.4K 0.01% 203
2014
Q2 		$291K Sell
2,676
-2,410
-47% -$253K 0.02% 183
2014
Q1 		$505K Buy
5,086
+781
+18% +$73.7K 0.03% 168
2013
Q4 		$391K Buy
+4,305
New +$368K 0.03% 176
2013
Q3 		– Sell
-13,628
Closed -$1.12M – 197
2013
Q2 		$1.12M Buy
+13,628
New +$1.16M 0.12% 122

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Morningstar Investment Services's CAT Position: Q4 2024 in Review

Morningstar Investment Services sold out of Caterpillar (CAT) in Q4 2024, closing a stake of 2,439 shares — an estimated $954K sold.

Morningstar Investment Services first reported a position in CAT in Q2 2013 and held it in 19 quarters. The position peaked at $23.5M in Q4 2020. 3,001 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • Morningstar Investment Services reported no remaining Caterpillar position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 2,439 Caterpillar shares in Q4 2024, an estimated $954K.
  • Morningstar Investment Services first reported a position in Caterpillar in Q2 2013 and held it in 19 quarters.
  • Morningstar Investment Services's Caterpillar position peaked at $23.5M in Q4 2020.
  • 3,001 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.