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Benedetti & Gucer’s Caterpillar CAT Stock Holding History

Benedetti & Gucer’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
Q1 		$476K Sell
1,299
-92
-7% -$29.4K 0.24% 74
2023
Q4 		$411K Buy
1,391
+50
+4% +$13K 0.22% 86
2023
Q3 		$366K Sell
1,341
-25
-2% -$6.78K 0.2% 87
2023
Q2 		$336K Buy
+1,366
New +$305K 0.17% 105
2021
Q2 		– Sell
-1,071
Closed -$248K – 88
2021
Q1 		$248K Buy
+1,071
New +$222K 0.23% 68

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Benedetti & Gucer's CAT Position: Q1 2024 in Review

Benedetti & Gucer reduced its Caterpillar (CAT) stake by 6.6% in Q1 2024, selling an estimated $29.4K and leaving 1,299 shares worth $476K. The position accounts for 0.24% of the portfolio, ranked #74.

Benedetti & Gucer first reported a position in CAT in Q1 2021 and has held it in 5 quarters since. 2,708 funds tracked by Wall St. Rank hold CAT as of Q1 2024.

  • Benedetti & Gucer held 1,299 shares of Caterpillar worth $476K as of Q1 2024.
  • Benedetti & Gucer sold 92 Caterpillar shares in Q1 2024, an estimated $29.4K.
  • Caterpillar made up 0.24% of Benedetti & Gucer's portfolio in Q1 2024, its #74 holding.
  • Benedetti & Gucer first reported a position in Caterpillar in Q1 2021 and has held it in 5 quarters since.
  • 2,708 funds tracked by Wall St. Rank held Caterpillar as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.