Amalgamated Financial’s Caterpillar CAT Stock Holding History

Amalgamated Financial’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
2022 Q1	$31.7M	Buy	+142,184	New	+$29.8M	0.25%	64

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Amalgamated Financial's CAT Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Caterpillar (CAT) in Q1 2022: 142,184 shares worth $31.7M. The stake represents 0.25% of the portfolio and ranks #64 among its holdings.

2,175 funds tracked by Wall St. Rank hold CAT as of Q1 2022.

Amalgamated Financial held 142,184 shares of Caterpillar worth $31.7M as of Q1 2022.
Caterpillar was a new Amalgamated Financial position in Q1 2022.
Caterpillar made up 0.25% of Amalgamated Financial's portfolio in Q1 2022, its #64 holding.
2,175 funds tracked by Wall St. Rank held Caterpillar as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.