GCP
CAT icon

Garda Capital Partners’s Caterpillar CAT Stock Holding History

Garda Capital Partners’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
Q4 		– Sell
-2,000
Closed -$782K – 262
2024
Q3 		$782K Sell
2,000
-25,500
-93% -$8.81M 0.02% 427
2024
Q2 		$9.16M Hold
27,500
– – 0.32% 95
2024
Q1 		$10.1M Buy
27,500
+22,000
+400% +$7.03M 0.42% 72
2023
Q4 		$1.63M Sell
5,500
-21,900
-80% -$5.68M 0.14% 161
2023
Q3 		$7.48M Buy
27,400
+1,500
+6% +$407K 0.35% 50
2023
Q2 		$6.37M Buy
25,900
+8,900
+52% +$1.98M 0.35% 61
2023
Q1 		$3.89M Sell
17,000
-34,000
-67% -$8.22M 0.19% 101
2022
Q4 		$12.2M Buy
+51,000
New +$11.1M 0.67% 20

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return