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Daniel L. Goodwin’s Caterpillar CAT Stock Holding History

Daniel L. Goodwin’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
Q3 		$404K Buy
1,480
+440
+42% +$119K 0.2% 53
2023
Q2 		$256K Hold
1,040
– – 0.12% 69
2023
Q1 		$238K Hold
1,040
– – 0.12% 74
2022
Q4 		$249K Buy
+1,040
New +$226K 0.13% 77

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

Daniel L. Goodwin's CAT Position: Q3 2023 in Review

Daniel L. Goodwin increased its Caterpillar (CAT) stake by 42% in Q3 2023, buying an estimated $119K and bringing the position to 1,480 shares worth $404K. The position accounts for 0.2% of the portfolio, ranked #53.

Daniel L. Goodwin first reported a position in CAT in Q4 2022 and has held it in 4 quarters since. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2023.

  • Daniel L. Goodwin held 1,480 shares of Caterpillar worth $404K as of Q3 2023.
  • Daniel L. Goodwin bought 440 Caterpillar shares in Q3 2023, an estimated $119K.
  • Caterpillar made up 0.2% of Daniel L. Goodwin's portfolio in Q3 2023, its #53 holding.
  • Daniel L. Goodwin first reported a position in Caterpillar in Q4 2022 and has held it in 4 quarters since.
  • 2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2023.

Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.