FW
CAT icon

FirstPurpose Wealth’s Caterpillar CAT Stock Holding History

FirstPurpose 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 		$216K Buy
+580
New +$185K 0.08% 196

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

FirstPurpose Wealth's CAT Position: Q1 2024 in Review

FirstPurpose Wealth opened a new position in Caterpillar (CAT) in Q1 2024: 580 shares worth $216K. The stake represents 0.08% of the portfolio and ranks #196 among its holdings.

2,709 funds tracked by Wall St. Rank hold CAT as of Q1 2024.

  • FirstPurpose Wealth held 580 shares of Caterpillar worth $216K as of Q1 2024.
  • Caterpillar was a new FirstPurpose Wealth position in Q1 2024.
  • Caterpillar made up 0.08% of FirstPurpose Wealth's portfolio in Q1 2024, its #196 holding.
  • 2,709 funds tracked by Wall St. Rank held Caterpillar as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.