BCM
CAT icon

Bayesian Capital Management’s Caterpillar CAT Stock Holding History

Bayesian Capital Management’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
-6,159
Closed -$2.41M – 717
2024
Q3 		$2.41M Buy
+6,159
New +$2.13M 0.28% 99
2024
Q2 		– Sell
-7,486
Closed -$2.74M – 772
2024
Q1 		$2.74M Buy
+7,486
New +$2.39M 0.26% 103
2023
Q3 		– Sell
-2,000
Closed -$492K – 721
2023
Q2 		$492K Buy
+2,000
New +$446K 0.05% 411
2022
Q3 		– Sell
-1,897
Closed -$339K – 726
2022
Q2 		$339K Buy
+1,897
New +$400K 0.06% 433
2021
Q1 		– Sell
-3,200
Closed -$582K – 547
2020
Q4 		$582K Sell
3,200
-2,200
-41% -$373K 0.15% 190
2020
Q3 		$805K Buy
+5,400
New +$759K 0.2% 139
2018
Q4 		– Sell
-8,500
Closed -$1.3M – 622
2018
Q3 		$1.3M Sell
8,500
-7,400
-47% -$1.05M 0.21% 127
2018
Q2 		$2.16M Buy
+15,900
New +$2.38M 0.49% 42
2018
Q1 		– Sell
-8,000
Closed -$1.26M – 602
2017
Q4 		$1.26M Sell
8,000
-12,100
-60% -$1.68M 0.26% 124
2017
Q3 		$2.51M Buy
20,100
+10,600
+112% +$1.22M 0.6% 25
2017
Q2 		$1.02M Buy
+9,500
New +$965K 0.38% 76

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 $5.7T AUM 30.48% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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