OR
CAT icon

Olympiad Research’s Caterpillar CAT Stock Holding History

Olympiad Research’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
-890
Closed -$296K – 342
2024
Q2 		$296K Buy
+890
New +$309K 0.22% 166
2023
Q4 		– Sell
-1,255
Closed -$343K – 335
2023
Q3 		$343K Buy
1,255
+272
+28% +$73.8K 0.34% 91
2023
Q2 		$242K Sell
983
-194
-16% -$43.3K 0.24% 168
2023
Q1 		$269K Buy
+1,177
New +$285K 0.31% 105
2022
Q3 		$338K Buy
+2,058
New +$376K 0.18% 127
2022
Q1 		– Sell
-1,160
Closed -$240K – 346
2021
Q4 		$240K Buy
+1,160
New +$234K 0.09% 202

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

Olympiad Research's CAT Position: Q3 2024 in Review

Olympiad Research sold out of Caterpillar (CAT) in Q3 2024, closing a stake of 890 shares — an estimated $296K sold.

Olympiad Research first reported a position in CAT in Q4 2021 and held it in 6 quarters. The position peaked at $343K in Q3 2023. 2,828 funds tracked by Wall St. Rank hold CAT as of Q3 2024.

  • Olympiad Research reported no remaining Caterpillar position as of Q3 2024 after selling out during the quarter.
  • Olympiad Research sold 890 Caterpillar shares in Q3 2024, an estimated $296K.
  • Olympiad Research first reported a position in Caterpillar in Q4 2021 and held it in 6 quarters.
  • Olympiad Research's Caterpillar position peaked at $343K in Q3 2023.
  • 2,828 funds tracked by Wall St. Rank held Caterpillar as of Q3 2024.

Based on Olympiad Research's 13F filing for Q3 2024, filed 31 Oct 2024.