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Sanctuary Wealth Management’s Caterpillar CAT Stock Holding History

Sanctuary Wealth Management’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 		$1.45K Hold
4
– – ﹤0.01% 247
2024
Q3 		$1.56K Hold
4
– – ﹤0.01% 239
2024
Q2 		$1.33K Hold
4
– – ﹤0.01% 225
2024
Q1 		$1.47K Hold
4
– – ﹤0.01% 218
2023
Q4 		$1.18K Hold
4
– – ﹤0.01% 236
2023
Q3 		$1.09K Hold
4
– – ﹤0.01% 229
2023
Q2 		$984 Buy
+4
New +$892 ﹤0.01% 247
2022
Q4 		$4.79K Buy
+20
New +$4.35K 0.01% 158

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

Sanctuary Wealth Management's CAT Position: Q4 2024 in Review

Sanctuary Wealth Management held its Caterpillar (CAT) position steady in Q4 2024 at 4 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Sanctuary Wealth Management first reported a position in CAT in Q4 2022 and has held it in 8 quarters since. The position peaked at $4.79K in Q4 2022. 3,000 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • Sanctuary Wealth Management held 4 shares of Caterpillar worth $1.45K as of Q4 2024.
  • Sanctuary Wealth Management left its Caterpillar share count unchanged in Q4 2024.
  • Caterpillar made up ﹤0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #247 holding.
  • Sanctuary Wealth Management first reported a position in Caterpillar in Q4 2022 and has held it in 8 quarters since.
  • Sanctuary Wealth Management's Caterpillar position peaked at $4.79K in Q4 2022.
  • 3,000 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.