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Sugarloaf Wealth Management’s Caterpillar CAT Stock Holding History

Sugarloaf 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 		$372K Buy
1,025
+1
+0.1% +$388 0.07% 114
2024
Q3 		$401K Hold
1,024
– – 0.08% 107
2024
Q2 		$341K Sell
1,024
-404
-28% -$140K 0.07% 107
2024
Q1 		$523K Buy
1,428
+1
+0.1% +$320 0.11% 83
2023
Q4 		$422K Hold
1,427
– – 0.1% 92
2023
Q3 		$390K Buy
1,427
+1
+0.1% +$271 0.1% 90
2023
Q2 		$351K Sell
1,426
-117
-8% -$26.1K 0.08% 94
2023
Q1 		$353K Sell
1,543
-16
-1% -$3.87K 0.09% 96
2022
Q4 		$373K Sell
1,559
-107
-6% -$23.3K 0.09% 87
2022
Q3 		$274K Buy
1,666
+125
+8% +$22.8K 0.07% 102
2022
Q2 		$275K Buy
1,541
+2
+0.1% +$421 0.07% 101
2022
Q1 		$343K Buy
1,539
+12
+0.8% +$2.52K 0.08% 88
2021
Q4 		$316K Buy
1,527
+1
+0.1% +$201 0.07% 98
2021
Q3 		$293K Buy
1,526
+1
+0.1% +$208 0.08% 102
2021
Q2 		$332K Buy
1,525
+2
+0.1% +$462 0.09% 92
2021
Q1 		$353 Buy
1,523
+1
+0.1% +$207 0.11% 86
2020
Q4 		$277K Buy
1,522
+1
+0.1% +$170 0.09% 92
2020
Q3 		$227K Buy
1,521
+1
+0.1% +$140 0.08% 101
2020
Q2 		$192K Buy
1,520
+2
+0.1% +$237 0.07% 109
2020
Q1 		$176K Sell
1,518
-4,607
-75% -$588K 0.08% 108
2019
Q4 		$905K Buy
+6,125
New +$855K 0.38% 47

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

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

Sugarloaf Wealth Management increased its Caterpillar (CAT) stake by 0.1% in Q4 2024, buying an estimated $388 and bringing the position to 1,025 shares worth $372K. The position accounts for 0.07% of the portfolio, ranked #114.

Sugarloaf Wealth Management first reported a position in CAT in Q4 2019 and has held it in 21 quarters since. The position peaked at $905K in Q4 2019. 3,000 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • Sugarloaf Wealth Management held 1,025 shares of Caterpillar worth $372K as of Q4 2024.
  • Sugarloaf Wealth Management bought 1 Caterpillar share in Q4 2024, an estimated $388.
  • Caterpillar made up 0.07% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #114 holding.
  • Sugarloaf Wealth Management first reported a position in Caterpillar in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Caterpillar position peaked at $905K in Q4 2019.
  • 3,000 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.