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EAM
Eagle Asset Management’s
Caterpillar
CAT
Stock Holding History
Eagle 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
2024
Q3
$4.55M
Sell
11,556
-8,444
-42%
-$2.92M
0.02%
397
2024
Q2
$6.58M
Sell
20,000
-14,932
-43%
-$5.18M
0.04%
361
2024
Q1
$12.7M
Buy
34,932
+9,477
+37%
+$3.03M
0.06%
257
2023
Q4
$7.53M
Sell
25,455
-1,902
-7%
-$493K
0.04%
317
2023
Q3
$7.47M
Buy
27,357
+17,478
+177%
+$4.74M
0.04%
304
2023
Q2
$2.43M
Buy
9,879
+3,156
+47%
+$704K
0.01%
429
2023
Q1
$1.54M
Buy
+6,723
New
+$1.63M
0.01%
456
2020
Q1
–
Sell
-13,483
Closed
-$1.99M
–
622
2019
Q4
$1.99M
Sell
13,483
-346
-3%
-$48.3K
0.01%
510
2019
Q3
$1.75M
Sell
13,829
-5,574
-29%
-$708K
0.01%
524
2019
Q2
$2.64M
Buy
19,403
+473
+2%
+$62.5K
0.01%
476
2019
Q1
$2.56M
Buy
18,930
+633
+3%
+$84.1K
0.01%
484
2018
Q4
$2.32M
Sell
18,297
-9,994
-35%
-$1.3M
0.01%
480
2018
Q3
$4.31M
Sell
28,291
-1,046
-4%
-$148K
0.02%
448
2018
Q2
$3.98M
Buy
29,337
+712
+2%
+$106K
0.02%
451
2018
Q1
$4.22M
Buy
28,625
+266
+0.9%
+$42K
0.02%
442
2017
Q4
$4.44M
Buy
28,359
+7,525
+36%
+$1.04M
0.02%
447
2017
Q3
$2.6M
Buy
+20,834
New
+$2.4M
0.01%
505
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1-Year Est. Return
Geode Capital Management
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$1.61T AUM
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1-Year Est. Return
Fisher Asset Management
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$295B AUM
31.6%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Gates Foundation Trust
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$31.7B AUM
20.52%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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