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VitalStone Financial’s Caterpillar CAT Stock Holding History

VitalStone Financial’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 		$71.7K Hold
183
– – 0.05% 156
2024
Q2 		$60.8K Buy
183
+1
+0.5% +$347 0.04% 160
2024
Q1 		$67K Hold
182
– – 0.05% 158
2023
Q4 		$54K Hold
182
– – 0.04% 151
2023
Q3 		$44K Hold
182
– – 0.04% 138
2023
Q2 		$41K Buy
182
+166
+1,038% +$37K 0.02% 381
2023
Q1 		$3K Sell
16
-166
-91% -$40.1K ﹤0.01% 266
2022
Q4 		$43K Buy
+182
New +$39.6K 0.03% 177

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

VitalStone Financial's CAT Position: Q3 2024 in Review

VitalStone Financial held its Caterpillar (CAT) position steady in Q3 2024 at 183 shares worth $71.7K. The position accounts for 0.05% of the portfolio, ranked #156.

VitalStone Financial first reported a position in CAT in Q4 2022 and has held it in 8 quarters since. 2,829 funds tracked by Wall St. Rank hold CAT as of Q3 2024.

  • VitalStone Financial held 183 shares of Caterpillar worth $71.7K as of Q3 2024.
  • VitalStone Financial left its Caterpillar share count unchanged in Q3 2024.
  • Caterpillar made up 0.05% of VitalStone Financial's portfolio in Q3 2024, its #156 holding.
  • VitalStone Financial first reported a position in Caterpillar in Q4 2022 and has held it in 8 quarters since.
  • 2,829 funds tracked by Wall St. Rank held Caterpillar as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.