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O'Dell Group’s Caterpillar CAT Stock Holding History

O'Dell Group’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
Q1 		– Sell
-315
Closed -$93.2K – 144
2023
Q4 		$93.2K Buy
+315
New +$81.7K 0.02% 151
2023
Q3 		– Sell
-315
Closed -$77.4K – 131
2023
Q2 		$77.4K Buy
+315
New +$70.2K 0.02% 152
2022
Q4 		– Sell
-314
Closed -$52K – 121
2022
Q3 		$52K Hold
314
– – 0.02% 142
2022
Q2 		$56K Hold
314
– – 0.02% 144
2022
Q1 		$70K Buy
314
+1
+0.3% +$210 0.02% 148
2021
Q4 		$65K Buy
313
+150
+92% +$30.2K 0.02% 144
2021
Q3 		$31K Buy
+163
New +$33.9K 0.01% 195

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

O'Dell Group's CAT Position: Q1 2024 in Review

O'Dell Group sold out of Caterpillar (CAT) in Q1 2024, closing a stake of 315 shares — an estimated $93.2K sold.

O'Dell Group first reported a position in CAT in Q3 2021 and held it in 7 quarters. The position peaked at $93.2K in Q4 2023. 2,713 funds tracked by Wall St. Rank hold CAT as of Q1 2024.

  • O'Dell Group reported no remaining Caterpillar position as of Q1 2024 after selling out during the quarter.
  • O'Dell Group sold 315 Caterpillar shares in Q1 2024, an estimated $93.2K.
  • O'Dell Group first reported a position in Caterpillar in Q3 2021 and held it in 7 quarters.
  • O'Dell Group's Caterpillar position peaked at $93.2K in Q4 2023.
  • 2,713 funds tracked by Wall St. Rank held Caterpillar as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.