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Desjardins Global Asset Management’s Caterpillar CAT Stock Holding History

Desjardins Global Asset 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
2023
Q4 		$774K Buy
2,616
+35
+1% +$9.08K 0.08% 198
2023
Q3 		$705K Sell
2,581
-148
-5% -$40.1K 0.08% 218
2023
Q2 		$671K Buy
2,729
+92
+3% +$20.5K 0.08% 246
2023
Q1 		$603K Buy
+2,637
New +$638K 0.08% 217

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Desjardins Global Asset Management's CAT Position: Q4 2023 in Review

Desjardins Global Asset Management increased its Caterpillar (CAT) stake by 1.4% in Q4 2023, buying an estimated $9.08K and bringing the position to 2,616 shares worth $774K. The position accounts for 0.08% of the portfolio, ranked #198.

Desjardins Global Asset Management first reported a position in CAT in Q1 2023 and has held it in 4 quarters since. 2,578 funds tracked by Wall St. Rank hold CAT as of Q4 2023.

  • Desjardins Global Asset Management held 2,616 shares of Caterpillar worth $774K as of Q4 2023.
  • Desjardins Global Asset Management bought 35 Caterpillar shares in Q4 2023, an estimated $9.08K.
  • Caterpillar made up 0.08% of Desjardins Global Asset Management's portfolio in Q4 2023, its #198 holding.
  • Desjardins Global Asset Management first reported a position in Caterpillar in Q1 2023 and has held it in 4 quarters since.
  • 2,578 funds tracked by Wall St. Rank held Caterpillar as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.