SWS Partners’s Caterpillar CAT Stock Holding History

SWS 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	–	Sell	-294	Closed	-$98K	–	133
2024 Q2	$98K	Buy	+294	New	+$102K	0.03%	130
2018 Q2	–	Sell	-11	Closed	-$2K	–	133
2018 Q1	$2K	Hold	11	–	–	﹤0.01%	351
2017 Q4	$2K	Buy	+11	New	+$1.53K	﹤0.01%	363

Other funds holding CAT

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

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

SWS Partners's CAT Position: Q3 2024 in Review

SWS Partners sold out of Caterpillar (CAT) in Q3 2024, closing a stake of 294 shares — an estimated $98K sold.

SWS Partners first reported a position in CAT in Q4 2017 and held it in 3 quarters. The position peaked at $98K in Q2 2024. 2,828 funds tracked by Wall St. Rank hold CAT as of Q3 2024.

SWS Partners reported no remaining Caterpillar position as of Q3 2024 after selling out during the quarter.
SWS Partners sold 294 Caterpillar shares in Q3 2024, an estimated $98K.
SWS Partners first reported a position in Caterpillar in Q4 2017 and held it in 3 quarters.
SWS Partners's Caterpillar position peaked at $98K in Q2 2024.
2,828 funds tracked by Wall St. Rank held Caterpillar as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.