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
2022 Q4	–	Sell	-14,300	Closed	-$213K	–	3280
2022 Q3	$213K	Buy	+14,300	New	+$2.61M	﹤0.01%	2818
2021 Q4	–	Sell	-10,200	Closed	-$144K	–	3331
2021 Q3	$144K	Buy	+10,200	New	+$2.12M	﹤0.01%	3063
2020 Q3	–	Sell	-18,200	Closed	-$245K	–	2897
2020 Q2	$245K	Sell	18,200 -20,600	-53%	-$2.44M	﹤0.01%	2363
2020 Q1	$651K	Buy	+38,800	New	+$4.96M	﹤0.01%	1410
2019 Q3	–	Sell	-10,900	Closed	-$7K	–	2834
2019 Q2	$7K	Buy	+10,900	New	+$1.44M	﹤0.01%	2825

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

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.