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RE Dickinson Investment Advisors’s Caterpillar CAT Stock Holding History

RE Dickinson Investment 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
Q4 		$895K Hold
2,467
– – 0.5% 23
2024
Q3 		$965K Hold
2,467
– – 0.54% 22
2024
Q2 		$822K Hold
2,467
– – 0.5% 24
2024
Q1 		$904K Buy
2,467
+217
+10% +$69.4K 0.57% 24
2023
Q4 		$665K Hold
2,250
– – 0.44% 23
2023
Q3 		$614K Hold
2,250
– – 0.43% 24
2023
Q2 		$554K Buy
2,250
+250
+13% +$55.7K 0.2% 57
2023
Q1 		$458K Sell
2,000
-250
-11% -$60.4K 0.15% 66
2022
Q4 		$539K Buy
2,250
+750
+50% +$163K 0.22% 55
2022
Q3 		$246K Sell
1,500
-4,967
-77% -$907K 0.2% 35
2022
Q2 		$1.16M Sell
6,467
-75
-1% -$15.8K 0.16% 23
2022
Q1 		$1.46M Hold
6,542
– – 0.98% 22
2021
Q4 		$1.35M Buy
+6,542
New +$1.32M 1.03% 21

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.89T AUM 35.08% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RE Dickinson Investment Advisors's CAT Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its Caterpillar (CAT) position steady in Q4 2024 at 2,467 shares worth $895K. The position accounts for 0.5% of the portfolio, ranked #23.

RE Dickinson Investment Advisors first reported a position in CAT in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.46M in Q1 2022. 3,005 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • RE Dickinson Investment Advisors held 2,467 shares of Caterpillar worth $895K as of Q4 2024.
  • RE Dickinson Investment Advisors left its Caterpillar share count unchanged in Q4 2024.
  • Caterpillar made up 0.5% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #23 holding.
  • RE Dickinson Investment Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 13 quarters since.
  • RE Dickinson Investment Advisors's Caterpillar position peaked at $1.46M in Q1 2022.
  • 3,005 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.