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Peterson Financial Group’s Caterpillar CAT Stock Holding History

Peterson 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
2024
Q3 		$3.23K Buy
+8
New +$2.76K 0.01% 335

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 $336B AUM 34.66% 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

Peterson Financial Group's CAT Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Caterpillar (CAT) in Q3 2024: 8 shares worth $3.23K. The stake represents 0.01% of the portfolio and ranks #335 among its holdings.

2,829 funds tracked by Wall St. Rank hold CAT as of Q3 2024.

  • Peterson Financial Group held 8 shares of Caterpillar worth $3.23K as of Q3 2024.
  • Caterpillar was a new Peterson Financial Group position in Q3 2024.
  • Caterpillar made up 0.01% of Peterson Financial Group's portfolio in Q3 2024, its #335 holding.
  • 2,829 funds tracked by Wall St. Rank held Caterpillar as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.