Scholtz & Company’s Caterpillar CAT Stock Holding History

Scholtz & Company’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 Q1	–	Sell	-2,150	Closed	-$636K	–	54
2023 Q4	$636K	Buy	+2,150	New	+$558K	0.31%	45

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Scholtz & Company's CAT Position: Q1 2024 in Review

Scholtz & Company sold out of Caterpillar (CAT) in Q1 2024, closing a stake of 2,150 shares — an estimated $636K sold.

Scholtz & Company first reported a position in CAT in Q4 2023 and held it in 1 quarter. The position peaked at $636K in Q4 2023. 2,709 funds tracked by Wall St. Rank hold CAT as of Q1 2024.

Scholtz & Company reported no remaining Caterpillar position as of Q1 2024 after selling out during the quarter.
Scholtz & Company sold 2,150 Caterpillar shares in Q1 2024, an estimated $636K.
Scholtz & Company first reported a position in Caterpillar in Q4 2023 and held it in 1 quarter.
Scholtz & Company's Caterpillar position peaked at $636K in Q4 2023.
2,709 funds tracked by Wall St. Rank held Caterpillar as of Q1 2024.

Based on Scholtz & Company's 13F filing for Q1 2024, filed 14 May 2024.