RJFSA
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Raymond James Financial Services Advisors’s Caterpillar CAT Stock Holding History

Raymond James Financial Services 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
2016
Q2 		– Sell
-16,600
Closed -$129K – 2292
2016
Q1 		$129K Buy
+16,600
New +$1.11M ﹤0.01% 1865

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

Raymond James Financial Services Advisors's CAT Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Caterpillar (CAT) stake by 0.24% in Q3 2024, buying an estimated $261K and bringing the position to 319,033 shares worth $125M. The position accounts for 0.17% of the portfolio, ranked #122.

Raymond James Financial Services Advisors first reported a position in CAT in Q2 2013 and has held it in 46 quarters since. 2,829 funds tracked by Wall St. Rank hold CAT as of Q3 2024.

  • Raymond James Financial Services Advisors held 319,033 shares of Caterpillar worth $125M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 757 Caterpillar shares in Q3 2024, an estimated $261K.
  • Caterpillar made up 0.17% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #122 holding.
  • Raymond James Financial Services Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 46 quarters since.
  • 2,829 funds tracked by Wall St. Rank held Caterpillar as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.