Sage Investment Advisers’s Caterpillar CAT Stock Holding History

Sage Investment Advisers’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 Q3	$241K	Buy	617 +2	+0.3%	+$691	0.25%	64
2024 Q2	$205K	Buy	615 +2	+0.3%	+$693	0.23%	66
2024 Q1	$224K	Sell	613 -596	-49%	-$190K	0.26%	59
2023 Q4	$357K	Sell	1,209 -94	-7%	-$24.4K	0.43%	45
2023 Q3	$356K	Buy	1,303 +6	+0.5%	+$1.63K	0.49%	42
2023 Q2	$319K	Buy	1,297 +106	+9%	+$23.6K	0.43%	45
2023 Q1	$272K	Buy	1,191 +56	+5%	+$13.5K	0.36%	47
2022 Q4	$272K	Buy	+1,135	New	+$247K	0.39%	49
2022 Q3	–	Sell	-1,122	Closed	-$201K	–	60
2022 Q2	$201K	Sell	1,122 -193	-15%	-$40.7K	0.31%	58
2022 Q1	$293K	Buy	1,315 +7	+0.5%	+$1.47K	0.39%	54
2021 Q4	$270K	Buy	+1,308	New	+$263K	0.35%	58

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

Sage Investment Advisers's CAT Position: Q3 2024 in Review

Sage Investment Advisers increased its Caterpillar (CAT) stake by 0.33% in Q3 2024, buying an estimated $691 and bringing the position to 617 shares worth $241K. The position accounts for 0.25% of the portfolio, ranked #64.

Sage Investment Advisers first reported a position in CAT in Q4 2021 and has held it in 11 quarters since. The position peaked at $357K in Q4 2023. 2,829 funds tracked by Wall St. Rank hold CAT as of Q3 2024.

Sage Investment Advisers held 617 shares of Caterpillar worth $241K as of Q3 2024.
Sage Investment Advisers bought 2 Caterpillar shares in Q3 2024, an estimated $691.
Caterpillar made up 0.25% of Sage Investment Advisers's portfolio in Q3 2024, its #64 holding.
Sage Investment Advisers first reported a position in Caterpillar in Q4 2021 and has held it in 11 quarters since.
Sage Investment Advisers's Caterpillar position peaked at $357K in Q4 2023.
2,829 funds tracked by Wall St. Rank held Caterpillar as of Q3 2024.

Based on Sage Investment Advisers's 13F filing for Q3 2024, filed 4 Nov 2024.