CW
CAT icon

Connectus Wealth’s Caterpillar CAT Stock Holding History

Connectus Wealth’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 		$26.1M Buy
71,187
+68,424
+2,476% +$21.9M 0.71% 35
2023
Q4 		$818K Sell
2,763
-86
-3% -$22.3K 0.02% 364
2023
Q3 		$779K Buy
2,849
+1,332
+88% +$361K 0.02% 349
2023
Q2 		$374K Buy
1,517
+93
+7% +$20.7K 0.01% 375
2023
Q1 		$327K Buy
+1,424
New +$344K 0.01% 377
2022
Q2 		– Sell
-9,906
Closed -$2.05M – 426
2022
Q1 		$2.05M Sell
9,906
-163
-2% -$34.2K 0.06% 166
2021
Q4 		$2.08M Buy
+10,069
New +$2.03M 0.08% 140

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

Connectus Wealth's CAT Position: Q1 2024 in Review

Connectus Wealth increased its Caterpillar (CAT) stake by 2,476% in Q1 2024, buying an estimated $21.9M and bringing the position to 71,187 shares worth $26.1M. The position accounts for 0.71% of the portfolio, ranked #35.

Connectus Wealth first reported a position in CAT in Q4 2021 and has held it in 7 quarters since. 2,708 funds tracked by Wall St. Rank hold CAT as of Q1 2024.

  • Connectus Wealth held 71,187 shares of Caterpillar worth $26.1M as of Q1 2024.
  • Connectus Wealth bought 68,424 Caterpillar shares in Q1 2024, an estimated $21.9M.
  • Caterpillar made up 0.71% of Connectus Wealth's portfolio in Q1 2024, its #35 holding.
  • Connectus Wealth first reported a position in Caterpillar in Q4 2021 and has held it in 7 quarters since.
  • 2,708 funds tracked by Wall St. Rank held Caterpillar as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.