ZIMP
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Zimmermann Investment Management & Planning’s Caterpillar CAT Stock Holding History

Zimmermann Investment Management & Planning’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
-573
Closed -$224K – 25
2024
Q3 		$224K Buy
+573
New +$198K 0.07% 137
2024
Q2 		– Sell
-573
Closed -$210K – 133
2024
Q1 		$210K Buy
+573
New +$183K 0.08% 130

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

Zimmermann Investment Management & Planning's CAT Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Caterpillar (CAT) in Q4 2024, closing a stake of 573 shares — an estimated $224K sold.

Zimmermann Investment Management & Planning first reported a position in CAT in Q1 2024 and held it in 2 quarters. The position peaked at $224K in Q3 2024. 3,001 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Caterpillar position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 573 Caterpillar shares in Q4 2024, an estimated $224K.
  • Zimmermann Investment Management & Planning first reported a position in Caterpillar in Q1 2024 and held it in 2 quarters.
  • Zimmermann Investment Management & Planning's Caterpillar position peaked at $224K in Q3 2024.
  • 3,001 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.