AMC
CAT icon

Asset Management Corp’s Caterpillar CAT Stock Holding History

Asset Management Corp’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
2023
Q1 		$328K Buy
1,432
+5
+0.4% +$1.21K 0.26% 87
2022
Q4 		$342K Buy
1,427
+6
+0.4% +$1.31K 0.29% 97
2022
Q3 		$233K Buy
1,421
+6
+0.4% +$1.1K 0.14% 133
2022
Q2 		$253K Buy
1,415
+5
+0.4% +$1.05K 0.16% 129
2022
Q1 		$314K Buy
+1,410
New +$296K 0.16% 137

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Asset Management Corp's CAT Position: Q1 2023 in Review

Asset Management Corp increased its Caterpillar (CAT) stake by 0.35% in Q1 2023, buying an estimated $1.21K and bringing the position to 1,432 shares worth $328K. The position accounts for 0.26% of the portfolio, ranked #87.

Asset Management Corp first reported a position in CAT in Q1 2022 and has held it in 5 quarters since. The position peaked at $342K in Q4 2022. 2,279 funds tracked by Wall St. Rank hold CAT as of Q1 2023.

  • Asset Management Corp held 1,432 shares of Caterpillar worth $328K as of Q1 2023.
  • Asset Management Corp bought 5 Caterpillar shares in Q1 2023, an estimated $1.21K.
  • Caterpillar made up 0.26% of Asset Management Corp's portfolio in Q1 2023, its #87 holding.
  • Asset Management Corp first reported a position in Caterpillar in Q1 2022 and has held it in 5 quarters since.
  • Asset Management Corp's Caterpillar position peaked at $342K in Q4 2022.
  • 2,279 funds tracked by Wall St. Rank held Caterpillar as of Q1 2023.

Based on Asset Management Corp's 13F filing for Q1 2023, filed 14 Apr 2023.