ODG
CAT icon

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 $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