WI
CAT icon

Wintrust Investments’s Caterpillar CAT Stock Holding History

Wintrust Investments’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 		$210K Sell
584
-416
-42% -$161K 0.18% 90
2024
Q3 		$387K Sell
1,000
-5,721
-85% -$1.98M 0.29% 59
2024
Q2 		$2.24M Sell
6,721
-173
-3% -$60K 0.18% 109
2024
Q1 		$2.53M Sell
6,894
-1,765
-20% -$564K 0.22% 94
2023
Q4 		$2.37M Buy
8,659
+6
+0.1% +$1.56K 0.23% 91
2023
Q3 		$2.19M Buy
8,653
+1,687
+24% +$458K 0.23% 91
2023
Q2 		$1.59M Buy
6,966
+1
+0% +$223 0.16% 123
2023
Q1 		$1.51M Sell
6,965
-464
-6% -$112K 0.19% 104
2022
Q4 		$1.67M Buy
7,429
+12
+0.2% +$2.61K 0.22% 93
2022
Q3 		$1.26M Sell
7,417
-1,350
-15% -$247K 0.16% 119
2022
Q2 		$1.58M Sell
8,767
-29
-0.3% -$6.11K 0.19% 102
2022
Q1 		$1.87M Buy
8,796
+1,250
+17% +$262K 0.18% 107
2021
Q4 		$1.46M Buy
7,546
+1,936
+35% +$390K 0.14% 129
2021
Q3 		$1.08M Hold
5,610
– – 0.15% 111
2021
Q2 		$1.22M Sell
5,610
-1,445
-20% -$334K 0.13% 137
2021
Q1 		$1.42M Buy
7,055
+4,355
+161% +$902K 0.15% 133
2020
Q4 		$266K Sell
2,700
-5,839
-68% -$990K 0.08% 146
2020
Q3 		$1.09M Buy
8,539
+1,179
+16% +$166K 0.15% 124
2020
Q2 		$826K Buy
7,360
+4,023
+121% +$477K 0.12% 135
2020
Q1 		$387K Hold
3,337
– – 0.06% 205
2019
Q4 		$493K Hold
3,337
– – 0.07% 204
2019
Q3 		$421K Sell
3,337
-41
-1% -$5.21K 0.06% 228
2019
Q2 		$460K Buy
3,378
+20
+0.6% +$2.64K 0.07% 210
2019
Q1 		$455K Sell
3,358
-114
-3% -$15.1K 0.07% 213
2018
Q4 		$441K Buy
+3,472
New +$452K 0.08% 204

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

Wintrust Investments's CAT Position: Q4 2024 in Review

Wintrust Investments reduced its Caterpillar (CAT) stake by 42% in Q4 2024, selling an estimated $161K and leaving 584 shares worth $210K. The position accounts for 0.18% of the portfolio, ranked #90.

Wintrust Investments first reported a position in CAT in Q4 2018 and has held it in 25 quarters since. The position peaked at $2.53M in Q1 2024. 3,001 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • Wintrust Investments held 584 shares of Caterpillar worth $210K as of Q4 2024.
  • Wintrust Investments sold 416 Caterpillar shares in Q4 2024, an estimated $161K.
  • Caterpillar made up 0.18% of Wintrust Investments's portfolio in Q4 2024, its #90 holding.
  • Wintrust Investments first reported a position in Caterpillar in Q4 2018 and has held it in 25 quarters since.
  • Wintrust Investments's Caterpillar position peaked at $2.53M in Q1 2024.
  • 3,001 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.