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Platte River Wealth Advisors’s Caterpillar CAT Stock Holding History

Platte River Wealth Advisors’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 		$237K Sell
605
-330
-35% -$114K 0.06% 87
2024
Q2 		$311K Sell
935
-100
-10% -$34.7K 0.09% 79
2024
Q1 		$379K Buy
+1,035
New +$331K 0.11% 74
2022
Q1 		– Sell
-1,070
Closed -$235K – 84
2021
Q4 		$235K Buy
+1,070
New +$215K 0.08% 83

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

Platte River Wealth Advisors's CAT Position: Q3 2024 in Review

Platte River Wealth Advisors reduced its Caterpillar (CAT) stake by 35% in Q3 2024, selling an estimated $114K and leaving 605 shares worth $237K. The position accounts for 0.06% of the portfolio, ranked #87.

Platte River Wealth Advisors first reported a position in CAT in Q4 2021 and has held it in 4 quarters since. The position peaked at $379K in Q1 2024. 2,829 funds tracked by Wall St. Rank hold CAT as of Q3 2024.

  • Platte River Wealth Advisors held 605 shares of Caterpillar worth $237K as of Q3 2024.
  • Platte River Wealth Advisors sold 330 Caterpillar shares in Q3 2024, an estimated $114K.
  • Caterpillar made up 0.06% of Platte River Wealth Advisors's portfolio in Q3 2024, its #87 holding.
  • Platte River Wealth Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 4 quarters since.
  • Platte River Wealth Advisors's Caterpillar position peaked at $379K in Q1 2024.
  • 2,829 funds tracked by Wall St. Rank held Caterpillar as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.