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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 		$8.95M 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 		$1.16K 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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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