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Tiller Private Wealth’s Caterpillar CAT Stock Holding History

Tiller Private Wealth’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 		– Sell
-1,054
Closed -$412K – 57
2024
Q3 		$412K Hold
1,054
– – 0.17% 29
2024
Q2 		$351K Hold
1,054
– – 0.15% 31
2024
Q1 		$386K Buy
+1,054
New +$337K 0.17% 32

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tiller Private Wealth's CAT Position: Q4 2024 in Review

Tiller Private Wealth sold out of Caterpillar (CAT) in Q4 2024, closing a stake of 1,054 shares — an estimated $412K sold.

Tiller Private Wealth first reported a position in CAT in Q1 2024 and held it in 3 quarters. The position peaked at $412K in Q3 2024. 3,005 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • Tiller Private Wealth reported no remaining Caterpillar position as of Q4 2024 after selling out during the quarter.
  • Tiller Private Wealth sold 1,054 Caterpillar shares in Q4 2024, an estimated $412K.
  • Tiller Private Wealth first reported a position in Caterpillar in Q1 2024 and held it in 3 quarters.
  • Tiller Private Wealth's Caterpillar position peaked at $412K in Q3 2024.
  • 3,005 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on Tiller Private Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.