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OmniStar Financial Group’s Caterpillar CAT Stock Holding History

OmniStar Financial 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
2018
Q4 		– Sell
-4,904
Closed -$220K – 107
2018
Q3 		$220K Buy
+4,904
New +$694K 0.17% 132

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

OmniStar Financial Group's CAT Position: Q1 2024 in Review

OmniStar Financial Group sold out of Caterpillar (CAT) in Q1 2024, closing a stake of 2,644 shares — an estimated $782K sold.

OmniStar Financial Group first reported a position in CAT in Q4 2017 and held it in 12 quarters. The position peaked at $1.62M in Q4 2017. 2,709 funds tracked by Wall St. Rank hold CAT as of Q1 2024.

  • OmniStar Financial Group reported no remaining Caterpillar position as of Q1 2024 after selling out during the quarter.
  • OmniStar Financial Group sold 2,644 Caterpillar shares in Q1 2024, an estimated $782K.
  • OmniStar Financial Group first reported a position in Caterpillar in Q4 2017 and held it in 12 quarters.
  • OmniStar Financial Group's Caterpillar position peaked at $1.62M in Q4 2017.
  • 2,709 funds tracked by Wall St. Rank held Caterpillar as of Q1 2024.

Based on OmniStar Financial Group's 13F filing for Q1 2024, filed 23 Apr 2024.