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S.E.E.D. Planning Group’s Caterpillar CAT Stock Holding History

S.E.E.D. Planning Group’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
-860
Closed -$336K – 77
2024
Q3 		$336K Hold
860
– – 0.11% 68
2024
Q2 		$286K Sell
860
-32
-4% -$11.1K 0.1% 69
2024
Q1 		$327K Buy
+892
New +$285K 0.12% 67

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
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

S.E.E.D. Planning Group's CAT Position: Q4 2024 in Review

S.E.E.D. Planning Group sold out of Caterpillar (CAT) in Q4 2024, closing a stake of 860 shares — an estimated $336K sold.

S.E.E.D. Planning Group first reported a position in CAT in Q1 2024 and held it in 3 quarters. The position peaked at $336K in Q3 2024. 3,000 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • S.E.E.D. Planning Group reported no remaining Caterpillar position as of Q4 2024 after selling out during the quarter.
  • S.E.E.D. Planning Group sold 860 Caterpillar shares in Q4 2024, an estimated $336K.
  • S.E.E.D. Planning Group first reported a position in Caterpillar in Q1 2024 and held it in 3 quarters.
  • S.E.E.D. Planning Group's Caterpillar position peaked at $336K in Q3 2024.
  • 3,000 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on S.E.E.D. Planning Group's 13F filing for Q4 2024, filed 14 Jan 2025.