WR Wealth Planners’s Caterpillar CAT Stock Holding History

WR Wealth Planners’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	$3.37M	Sell	9,285 -304	-3%	-$118K	1.08%	16
2024 Q3	$3.75M	Sell	9,589 -23	-0.2%	-$7.94K	1.04%	20
2024 Q2	$3.2M	Sell	9,612 -714	-7%	-$248K	0.98%	20
2024 Q1	$3.78M	Sell	10,326 -213	-2%	-$68.1K	1.18%	17
2023 Q4	$3.12M	Sell	10,539 -94	-0.9%	-$24.4K	1.16%	19
2023 Q3	$2.9M	Buy	10,633 +489	+5%	+$133K	1.11%	21
2023 Q2	$2.5M	Buy	10,144 +2,424	+31%	+$540K	0.97%	23
2023 Q1	$1.77M	Buy	7,720 +795	+11%	+$192K	0.76%	28
2022 Q4	$1.66M	Sell	6,925 -260	-4%	-$56.6K	1.02%	24
2022 Q3	$1.18M	Hold	7,185	–	–	0.83%	24
2022 Q2	$1.28M	Sell	7,185 -178	-2%	-$37.5K	0.85%	25
2022 Q1	$1.64M	Buy	+7,363	New	+$1.54M	0.98%	25

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

WR Wealth Planners's CAT Position: Q4 2024 in Review

WR Wealth Planners reduced its Caterpillar (CAT) stake by 3.2% in Q4 2024, selling an estimated $118K and leaving 9,285 shares worth $3.37M. The position accounts for 1.08% of the portfolio, ranked #16.

WR Wealth Planners first reported a position in CAT in Q1 2022 and has held it in 12 quarters since. The position peaked at $3.78M in Q1 2024. 3,001 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

WR Wealth Planners held 9,285 shares of Caterpillar worth $3.37M as of Q4 2024.
WR Wealth Planners sold 304 Caterpillar shares in Q4 2024, an estimated $118K.
Caterpillar made up 1.08% of WR Wealth Planners's portfolio in Q4 2024, its #16 holding.
WR Wealth Planners first reported a position in Caterpillar in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's Caterpillar position peaked at $3.78M in Q1 2024.
3,001 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.