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Selective Wealth Management’s Caterpillar CAT Stock Holding History

Selective 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
-1,079
Closed -$419K – 106
2024
Q3 		$419K Hold
1,079
– – 0.17% 63
2024
Q2 		$352K Sell
1,079
-25
-2% -$8.67K 0.15% 71
2024
Q1 		$411K Hold
1,104
– – 0.18% 68
2023
Q4 		$316K Buy
1,104
+25
+2% +$6.49K 0.16% 65
2023
Q3 		$286K Sell
1,079
-152
-12% -$41.2K 0.16% 63
2023
Q2 		$306K Buy
+1,231
New +$274K 0.15% 77
2022
Q4 		$264K Sell
1,059
-200
-16% -$43.5K 0.14% 97
2022
Q3 		$207K Buy
1,259
+9
+0.7% +$1.64K 0.09% 121
2022
Q2 		$223K Hold
1,250
– – 0.08% 136
2022
Q1 		$279K Sell
1,250
-200
-14% -$41.9K 0.1% 102
2021
Q4 		$300K Sell
1,450
-100
-6% -$20.1K 0.12% 86
2021
Q3 		$298K Buy
1,550
+200
+15% +$41.7K 0.16% 69
2021
Q2 		$294K Buy
1,350
+300
+29% +$69.3K 0.23% 47
2021
Q1 		$243K Hold
1,050
– – 0.22% 50
2020
Q4 		$191K Hold
1,050
– – 0.12% 62
2020
Q3 		$157K Sell
1,050
-59
-5% -$8.29K 0.12% 58
2020
Q2 		$141K Hold
1,109
– – 0.12% 62
2020
Q1 		$129K Hold
1,109
– – 0.2% 35
2019
Q4 		$164K Hold
1,109
– – 0.2% 36
2019
Q3 		$140K Buy
+1,109
New +$141K 0.19% 43
2018
Q3 		$152K Buy
+1,000
New +$141K 1.82% 18

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

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

Selective Wealth Management sold out of Caterpillar (CAT) in Q4 2024, closing a stake of 1,079 shares — an estimated $419K sold.

Selective Wealth Management first reported a position in CAT in Q3 2018 and held it in 21 quarters. The position peaked at $419K in Q3 2024. 3,000 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • Selective Wealth Management reported no remaining Caterpillar position as of Q4 2024 after selling out during the quarter.
  • Selective Wealth Management sold 1,079 Caterpillar shares in Q4 2024, an estimated $419K.
  • Selective Wealth Management first reported a position in Caterpillar in Q3 2018 and held it in 21 quarters.
  • Selective Wealth Management's Caterpillar position peaked at $419K in Q3 2024.
  • 3,000 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on Selective Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.