Sweet Financial Partners’s Caterpillar CAT Stock Holding History

Sweet Financial Partners’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	$637K	Buy	1,629 +1	+0.1%	+$345	0.14%	111
2024 Q2	$542K	Buy	1,628 +2	+0.1%	+$693	0.12%	116
2024 Q1	$596K	Buy	1,626 +2	+0.1%	+$639	0.14%	112
2023 Q4	$480K	Buy	1,624 +1	+0.1%	+$259	0.11%	124
2023 Q3	$443K	Sell	1,623 -470	-22%	-$128K	0.12%	114
2023 Q2	$515K	Sell	2,093 -1,000	-32%	-$223K	0.13%	106
2023 Q1	$708K	Sell	3,093 -38	-1%	-$9.19K	0.2%	81
2022 Q4	$750K	Hold	3,131	–	–	0.22%	68
2022 Q3	$514K	Hold	3,131	–	–	0.16%	87
2022 Q2	$560K	Sell	3,131 -11	-0.4%	-$2.32K	0.18%	80
2022 Q1	$700K	Buy	3,142 +121	+4%	+$25.4K	0.19%	67
2021 Q4	$625K	Buy	+3,021	New	+$608K	0.26%	53

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sweet Financial Partners's CAT Position: Q3 2024 in Review

Sweet Financial Partners increased its Caterpillar (CAT) stake by 0.06% in Q3 2024, buying an estimated $345 and bringing the position to 1,629 shares worth $637K. The position accounts for 0.14% of the portfolio, ranked #111.

Sweet Financial Partners first reported a position in CAT in Q4 2021 and has held it in 12 quarters since. The position peaked at $750K in Q4 2022. 2,834 funds tracked by Wall St. Rank hold CAT as of Q3 2024.

Sweet Financial Partners held 1,629 shares of Caterpillar worth $637K as of Q3 2024.
Sweet Financial Partners bought 1 Caterpillar share in Q3 2024, an estimated $345.
Caterpillar made up 0.14% of Sweet Financial Partners's portfolio in Q3 2024, its #111 holding.
Sweet Financial Partners first reported a position in Caterpillar in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's Caterpillar position peaked at $750K in Q4 2022.
2,834 funds tracked by Wall St. Rank held Caterpillar as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.