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WPWealth’s Caterpillar CAT Stock Holding History

WPWealth’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
-560
Closed -$219K – 92
2024
Q3 		$219K Buy
+560
New +$193K 0.05% 85

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WPWealth's CAT Position: Q4 2024 in Review

WPWealth sold out of Caterpillar (CAT) in Q4 2024, closing a stake of 560 shares — an estimated $219K sold.

WPWealth first reported a position in CAT in Q3 2024 and held it in 1 quarter. The position peaked at $219K in Q3 2024. 3,005 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • WPWealth reported no remaining Caterpillar position as of Q4 2024 after selling out during the quarter.
  • WPWealth sold 560 Caterpillar shares in Q4 2024, an estimated $219K.
  • WPWealth first reported a position in Caterpillar in Q3 2024 and held it in 1 quarter.
  • WPWealth's Caterpillar position peaked at $219K in Q3 2024.
  • 3,005 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on WPWealth's 13F filing for Q4 2024, filed 13 Feb 2025.