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Schrum Private Wealth Management’s Caterpillar CAT Stock Holding History

Schrum Private 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 		– Sell
-1,096
Closed -$429K – 130
2024
Q3 		$429K Buy
+1,096
New +$378K 0.22% 103
2024
Q2 		– Sell
-548
Closed -$201K – 128
2024
Q1 		$201K Buy
+548
New +$175K 0.18% 131
2022
Q2 		– Sell
-1,015
Closed -$213K – 117
2022
Q1 		$213K Buy
1,015
+5
+0.5% +$1.05K 0.21% 113
2021
Q4 		$209K Buy
+1,010
New +$203K 0.19% 123

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

Schrum Private Wealth Management's CAT Position: Q4 2024 in Review

Schrum Private Wealth Management sold out of Caterpillar (CAT) in Q4 2024, closing a stake of 1,096 shares — an estimated $429K sold.

Schrum Private Wealth Management first reported a position in CAT in Q4 2021 and held it in 4 quarters. The position peaked at $429K in Q3 2024. 3,000 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • Schrum Private Wealth Management reported no remaining Caterpillar position as of Q4 2024 after selling out during the quarter.
  • Schrum Private Wealth Management sold 1,096 Caterpillar shares in Q4 2024, an estimated $429K.
  • Schrum Private Wealth Management first reported a position in Caterpillar in Q4 2021 and held it in 4 quarters.
  • Schrum Private Wealth Management's Caterpillar position peaked at $429K in Q3 2024.
  • 3,000 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on Schrum Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.