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Benjamin F. Edwards & Company’s Caterpillar CAT Stock Holding History

Benjamin F. Edwards & Company’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
2016
Q1 		– Sell
-200
Closed -$14K – 1095
2015
Q4 		$14K Hold
200
– – ﹤0.01% 767
2015
Q3 		$13K Buy
+200
New +$15.3K ﹤0.01% 807

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

Benjamin F. Edwards & Company's CAT Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Caterpillar (CAT) stake by 10% in Q2 2024, buying an estimated $911K and bringing the position to 27,695 shares worth $9.22M. The position accounts for 0.16% of the portfolio, ranked #150.

Benjamin F. Edwards & Company first reported a position in CAT in Q2 2013 and has held it in 45 quarters since. 2,704 funds tracked by Wall St. Rank hold CAT as of Q2 2024.

  • Benjamin F. Edwards & Company held 27,695 shares of Caterpillar worth $9.22M as of Q2 2024.
  • Benjamin F. Edwards & Company bought 2,627 Caterpillar shares in Q2 2024, an estimated $911K.
  • Caterpillar made up 0.16% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #150 holding.
  • Benjamin F. Edwards & Company first reported a position in Caterpillar in Q2 2013 and has held it in 45 quarters since.
  • 2,704 funds tracked by Wall St. Rank held Caterpillar as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.