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Steele Capital Management’s Caterpillar CAT Stock Holding History

Steele Capital 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
Q3 		– Sell
-643
Closed -$214K – 85
2024
Q2 		$214K Buy
643
+6
+0.9% +$2.08K 0.01% 166
2024
Q1 		$234K Buy
+637
New +$204K 0.01% 155

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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

Steele Capital Management's CAT Position: Q3 2024 in Review

Steele Capital Management sold out of Caterpillar (CAT) in Q3 2024, closing a stake of 643 shares — an estimated $214K sold.

Steele Capital Management first reported a position in CAT in Q1 2024 and held it in 2 quarters. The position peaked at $234K in Q1 2024. 2,828 funds tracked by Wall St. Rank hold CAT as of Q3 2024.

  • Steele Capital Management reported no remaining Caterpillar position as of Q3 2024 after selling out during the quarter.
  • Steele Capital Management sold 643 Caterpillar shares in Q3 2024, an estimated $214K.
  • Steele Capital Management first reported a position in Caterpillar in Q1 2024 and held it in 2 quarters.
  • Steele Capital Management's Caterpillar position peaked at $234K in Q1 2024.
  • 2,828 funds tracked by Wall St. Rank held Caterpillar as of Q3 2024.

Based on Steele Capital Management's 13F filing for Q3 2024, filed 8 Nov 2024.