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Semmax Financial Advisors’s Caterpillar CAT Stock Holding History

Semmax Financial Advisors’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
-7
Closed -$2.81K – 370
2024
Q3 		$2.81K Hold
7
– – ﹤0.01% 279
2024
Q2 		$2.41K Hold
7
– – ﹤0.01% 320
2024
Q1 		$2.53K Sell
7
-5
-42% -$1.6K ﹤0.01% 289
2023
Q4 		$3.66K Hold
12
– – ﹤0.01% 271
2023
Q3 		$2.82K Buy
+12
New +$3.25K ﹤0.01% 258
2022
Q4 		$1K Hold
5
– – ﹤0.01% 244
2022
Q3 		$1K Sell
5
-5
-50% -$913 ﹤0.01% 229
2022
Q2 		$2K Sell
10
-79
-89% -$16.6K ﹤0.01% 213
2022
Q1 		$20K Sell
89
-183
-67% -$38.4K 0.01% 159
2021
Q4 		$56K Buy
272
+42
+18% +$8.46K 0.02% 123
2021
Q3 		$44K Hold
230
– – 0.02% 131
2021
Q2 		$50K Sell
230
-172
-43% -$39.7K 0.02% 123
2021
Q1 		$93K Sell
402
-13,665
-97% -$2.83M 0.03% 111
2020
Q4 		$2.56M Buy
14,067
+35
+0.2% +$5.93K 1.06% 32
2020
Q3 		$2.09M Buy
14,032
+209
+2% +$29.4K 1% 37
2020
Q2 		$1.75M Buy
13,823
+3,761
+37% +$446K 0.92% 43
2020
Q1 		$1.17M Buy
10,062
+9,994
+14,697% +$1.28M 0.74% 50
2019
Q4 		$10K Sell
68
-17
-20% -$2.37K 0.01% 172
2019
Q3 		$11K Buy
85
+17
+25% +$2.16K 0.01% 167
2019
Q2 		$9K Sell
68
-3,459
-98% -$457K 0.01% 188
2019
Q1 		$478K Sell
3,527
-1,717
-33% -$228K 0.33% 82
2018
Q4 		$666K Buy
+5,244
New +$682K 0.52% 45

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

Semmax Financial Advisors's CAT Position: Q4 2024 in Review

Semmax Financial Advisors sold out of Caterpillar (CAT) in Q4 2024, closing a stake of 7 shares — an estimated $2.81K sold.

Semmax Financial Advisors first reported a position in CAT in Q4 2018 and held it in 22 quarters. The position peaked at $2.56M in Q4 2020. 3,000 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • Semmax Financial Advisors reported no remaining Caterpillar position as of Q4 2024 after selling out during the quarter.
  • Semmax Financial Advisors sold 7 Caterpillar shares in Q4 2024, an estimated $2.81K.
  • Semmax Financial Advisors first reported a position in Caterpillar in Q4 2018 and held it in 22 quarters.
  • Semmax Financial Advisors's Caterpillar position peaked at $2.56M in Q4 2020.
  • 3,000 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on Semmax Financial Advisors's 13F filing for Q4 2024, filed 14 May 2025.