SIAG
CAT icon

Signet Investment Advisory Group’s Caterpillar CAT Stock Holding History

Signet Investment Advisory Group’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
-1,430
Closed -$423K – 67
2023
Q4 		$423K Sell
1,430
-10
-0.7% -$2.59K 0.25% 58
2023
Q3 		$393K Hold
1,440
– – 0.26% 59
2023
Q2 		$354K Sell
1,440
-5
-0.3% -$1.11K 0.23% 62
2023
Q1 		$331K Sell
1,445
-10
-0.7% -$2.42K 0.23% 60
2022
Q4 		$349K Sell
1,455
-10
-0.7% -$2.18K 0.25% 61
2022
Q3 		$240K Sell
1,465
-45
-3% -$8.22K 0.19% 65
2022
Q2 		$270K Sell
1,510
-40
-3% -$8.43K 0.19% 69
2022
Q1 		$345K Sell
1,550
-50
-3% -$10.5K 0.21% 71
2021
Q4 		$331K Hold
1,600
– – 0.19% 75
2021
Q3 		$307K Sell
1,600
-50
-3% -$10.4K 0.19% 75
2021
Q2 		$359K Sell
1,650
-300
-15% -$69.3K 0.23% 79
2021
Q1 		$452K Sell
1,950
-50
-3% -$10.4K 0.35% 64
2020
Q4 		$364K Buy
+2,000
New +$339K 0.29% 61
2019
Q4 		$347K Buy
2,350
+50
+2% +$6.98K 0.32% 61
2019
Q3 		$291K Hold
2,300
– – 0.3% 61
2019
Q2 		$313K Hold
2,300
– – 0.33% 59
2019
Q1 		$311K Buy
2,300
+200
+10% +$26.6K 0.33% 55
2018
Q4 		$266K Buy
+2,100
New +$273K 0.3% 54

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Signet Investment Advisory Group's CAT Position: Q1 2024 in Review

Signet Investment Advisory Group sold out of Caterpillar (CAT) in Q1 2024, closing a stake of 1,430 shares — an estimated $423K sold.

Signet Investment Advisory Group first reported a position in CAT in Q4 2018 and held it in 18 quarters. The position peaked at $452K in Q1 2021. 2,708 funds tracked by Wall St. Rank hold CAT as of Q1 2024.

  • Signet Investment Advisory Group reported no remaining Caterpillar position as of Q1 2024 after selling out during the quarter.
  • Signet Investment Advisory Group sold 1,430 Caterpillar shares in Q1 2024, an estimated $423K.
  • Signet Investment Advisory Group first reported a position in Caterpillar in Q4 2018 and held it in 18 quarters.
  • Signet Investment Advisory Group's Caterpillar position peaked at $452K in Q1 2021.
  • 2,708 funds tracked by Wall St. Rank held Caterpillar as of Q1 2024.

Based on Signet Investment Advisory Group's 13F filing for Q1 2024, filed 30 Apr 2024.