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Source Financial Advisors’s Caterpillar CAT Stock Holding History

Source 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
Q3 		$332K Sell
848
-1
-0.1% -$345 0.1% 90
2024
Q2 		$283K Buy
849
+1
+0.1% +$347 0.09% 97
2024
Q1 		$311K Sell
848
-1,238
-59% -$396K 0.09% 96
2023
Q4 		$617K Sell
2,086
-49
-2% -$12.7K 0.19% 66
2023
Q3 		$583K Buy
2,135
+14
+0.7% +$3.8K 0.2% 65
2023
Q2 		$522K Buy
2,121
+72
+4% +$16.1K 0.17% 79
2023
Q1 		$469K Sell
2,049
-1,577
-43% -$381K 0.16% 77
2022
Q4 		$869K Sell
3,626
-4
-0.1% -$871 0.33% 57
2022
Q3 		$596K Sell
3,630
-131
-3% -$23.9K 0.24% 68
2022
Q2 		$672K Sell
3,761
-26
-0.7% -$5.48K 0.26% 66
2022
Q1 		$844K Buy
3,787
+1,259
+50% +$264K 0.25% 61
2021
Q4 		$523K Sell
2,528
-10
-0.4% -$2.01K 0.14% 71
2021
Q3 		$487K Sell
2,538
-39
-2% -$8.12K 0.13% 70
2021
Q2 		$561K Buy
2,577
+27
+1% +$6.24K 0.14% 71
2021
Q1 		$592K Buy
+2,550
New +$528K 0.16% 65

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

Source Financial Advisors's CAT Position: Q3 2024 in Review

Source Financial Advisors reduced its Caterpillar (CAT) stake by 0.12% in Q3 2024, selling an estimated $345 and leaving 848 shares worth $332K. The position accounts for 0.1% of the portfolio, ranked #90.

Source Financial Advisors first reported a position in CAT in Q1 2021 and has held it in 15 quarters since. The position peaked at $869K in Q4 2022. 2,828 funds tracked by Wall St. Rank hold CAT as of Q3 2024.

  • Source Financial Advisors held 848 shares of Caterpillar worth $332K as of Q3 2024.
  • Source Financial Advisors sold 1 Caterpillar share in Q3 2024, an estimated $345.
  • Caterpillar made up 0.1% of Source Financial Advisors's portfolio in Q3 2024, its #90 holding.
  • Source Financial Advisors first reported a position in Caterpillar in Q1 2021 and has held it in 15 quarters since.
  • Source Financial Advisors's Caterpillar position peaked at $869K in Q4 2022.
  • 2,828 funds tracked by Wall St. Rank held Caterpillar as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.