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Private Portfolio Partners’s Caterpillar CAT Stock Holding History

Private Portfolio Partners’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
Q4 		$356K Sell
982
-31
-3% -$12K 0.07% 214
2024
Q3 		$396K Buy
+1,013
New +$350K 0.07% 187
2024
Q2 		– Sell
-1,008
Closed -$369K – 112
2024
Q1 		$369K Sell
1,008
-473
-32% -$151K 0.08% 184
2023
Q4 		$438K Buy
1,481
+465
+46% +$121K 0.1% 163
2023
Q3 		$277K Sell
1,016
-68
-6% -$18.4K 0.07% 207
2023
Q2 		$267K Hold
1,084
– – 0.07% 216
2023
Q1 		$248K Buy
1,084
+5
+0.5% +$1.21K 0.07% 209
2022
Q4 		$258K Sell
1,079
-874
-45% -$190K 0.07% 219
2022
Q3 		$321K Buy
1,953
+200
+11% +$36.5K 0.09% 184
2022
Q2 		$313K Sell
1,753
-254
-13% -$53.5K 0.09% 187
2022
Q1 		$447K Buy
+2,007
New +$421K 0.11% 166
2021
Q2 		– Sell
-875
Closed -$203K – 260
2021
Q1 		$203K Buy
+875
New +$181K 0.07% 233
2019
Q3 		– Sell
-1,939
Closed -$264K – 202
2019
Q2 		$264K Buy
+1,939
New +$256K 0.11% 183

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Private Portfolio Partners's CAT Position: Q4 2024 in Review

Private Portfolio Partners reduced its Caterpillar (CAT) stake by 3.1% in Q4 2024, selling an estimated $12K and leaving 982 shares worth $356K. The position accounts for 0.07% of the portfolio, ranked #214.

Private Portfolio Partners first reported a position in CAT in Q2 2019 and has held it in 13 quarters since. The position peaked at $447K in Q1 2022. 3,000 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • Private Portfolio Partners held 982 shares of Caterpillar worth $356K as of Q4 2024.
  • Private Portfolio Partners sold 31 Caterpillar shares in Q4 2024, an estimated $12K.
  • Caterpillar made up 0.07% of Private Portfolio Partners's portfolio in Q4 2024, its #214 holding.
  • Private Portfolio Partners first reported a position in Caterpillar in Q2 2019 and has held it in 13 quarters since.
  • Private Portfolio Partners's Caterpillar position peaked at $447K in Q1 2022.
  • 3,000 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.