VW
CAT icon

Vantage Wealth’s Caterpillar CAT Stock Holding History

Vantage 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
-600
Closed -$235K – 33
2024
Q3 		$235K Buy
+600
New +$207K 0.05% 32
2024
Q2 		– Sell
-600
Closed -$220K – 35
2024
Q1 		$220K Buy
+600
New +$192K 0.05% 33

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 $1.88B AUM 29.07% 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

Vantage Wealth's CAT Position: Q4 2024 in Review

Vantage Wealth sold out of Caterpillar (CAT) in Q4 2024, closing a stake of 600 shares — an estimated $235K sold.

Vantage Wealth first reported a position in CAT in Q1 2024 and held it in 2 quarters. The position peaked at $235K in Q3 2024. 3,001 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • Vantage Wealth reported no remaining Caterpillar position as of Q4 2024 after selling out during the quarter.
  • Vantage Wealth sold 600 Caterpillar shares in Q4 2024, an estimated $235K.
  • Vantage Wealth first reported a position in Caterpillar in Q1 2024 and held it in 2 quarters.
  • Vantage Wealth's Caterpillar position peaked at $235K in Q3 2024.
  • 3,001 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on Vantage Wealth's 13F filing for Q4 2024, filed 21 Jan 2025.