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Wetzel Investment Advisors’s Caterpillar CAT Stock Holding History

Wetzel Investment Advisors’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
-8
Closed -$2.93K – 238
2024
Q2 		$2.93K Hold
8
– – ﹤0.01% 685
2024
Q1 		$2.86K Hold
8
– – ﹤0.01% 777
2023
Q4 		$2K Buy
+8
New +$2.08K ﹤0.01% 851

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

Wetzel Investment Advisors's CAT Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Caterpillar (CAT) in Q3 2024, closing a stake of 8 shares — an estimated $2.93K sold.

Wetzel Investment Advisors first reported a position in CAT in Q4 2023 and held it in 3 quarters. The position peaked at $2.93K in Q2 2024. 2,828 funds tracked by Wall St. Rank hold CAT as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Caterpillar position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 8 Caterpillar shares in Q3 2024, an estimated $2.93K.
  • Wetzel Investment Advisors first reported a position in Caterpillar in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Caterpillar position peaked at $2.93K in Q2 2024.
  • 2,828 funds tracked by Wall St. Rank held Caterpillar as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.