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Retirement Income Solutions’s Caterpillar CAT Stock Holding History

Retirement Income Solutions’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 		– Sell
-566
Closed -$221K – 151
2024
Q3 		$221K Buy
+566
New +$195K 0.05% 134
2024
Q2 		– Sell
-566
Closed -$207K – 144
2024
Q1 		$207K Buy
+566
New +$181K 0.05% 147

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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

Retirement Income Solutions's CAT Position: Q4 2024 in Review

Retirement Income Solutions sold out of Caterpillar (CAT) in Q4 2024, closing a stake of 566 shares — an estimated $221K sold.

Retirement Income Solutions first reported a position in CAT in Q1 2024 and held it in 2 quarters. The position peaked at $221K in Q3 2024. 3,000 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • Retirement Income Solutions reported no remaining Caterpillar position as of Q4 2024 after selling out during the quarter.
  • Retirement Income Solutions sold 566 Caterpillar shares in Q4 2024, an estimated $221K.
  • Retirement Income Solutions first reported a position in Caterpillar in Q1 2024 and held it in 2 quarters.
  • Retirement Income Solutions's Caterpillar position peaked at $221K in Q3 2024.
  • 3,000 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on Retirement Income Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.