Truepoint Inc’s Caterpillar CAT Stock Holding History

Truepoint Inc’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 Q1	–	Sell	-7,420	Closed	-$2.19M	–	139
2023 Q4	$2.19M	Sell	7,420 -632	-8%	-$164K	0.06%	53
2023 Q3	$2.2M	Buy	+8,052	New	+$2.18M	0.07%	52

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

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

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

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

Truepoint Inc's CAT Position: Q1 2024 in Review

Truepoint Inc sold out of Caterpillar (CAT) in Q1 2024, closing a stake of 7,420 shares — an estimated $2.19M sold.

Truepoint Inc first reported a position in CAT in Q3 2023 and held it in 2 quarters. The position peaked at $2.2M in Q3 2023. 2,708 funds tracked by Wall St. Rank hold CAT as of Q1 2024.

Truepoint Inc reported no remaining Caterpillar position as of Q1 2024 after selling out during the quarter.
Truepoint Inc sold 7,420 Caterpillar shares in Q1 2024, an estimated $2.19M.
Truepoint Inc first reported a position in Caterpillar in Q3 2023 and held it in 2 quarters.
Truepoint Inc's Caterpillar position peaked at $2.2M in Q3 2023.
2,708 funds tracked by Wall St. Rank held Caterpillar as of Q1 2024.

Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.