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CAT icon

Golden Green’s Caterpillar CAT Stock Holding History

Golden Green’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 		$298K Buy
+1,092
New +$296K 0.31% 65
2022
Q1 		– Sell
-3,819
Closed -$790K – 85
2021
Q4 		$790K Buy
3,819
+2,190
+134% +$441K 0.64% 44
2021
Q3 		$313K Sell
1,629
-417
-20% -$86.8K 0.24% 107
2021
Q2 		$445K Sell
2,046
-14
-0.7% -$3.23K 0.34% 87
2021
Q1 		$478K Buy
+2,060
New +$426K 0.41% 79

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

Golden Green's CAT Position: Q3 2023 in Review

Golden Green opened a new position in Caterpillar (CAT) in Q3 2023: 1,092 shares worth $298K. The stake represents 0.31% of the portfolio and ranks #65 among its holdings. This is a return to the name: Golden Green previously reported a position in CAT as recently as Q4 2021.

Golden Green first reported a position in CAT in Q1 2021 and has held it in 5 quarters since. The position peaked at $790K in Q4 2021. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2023.

  • Golden Green held 1,092 shares of Caterpillar worth $298K as of Q3 2023.
  • Caterpillar was a new Golden Green position in Q3 2023.
  • Caterpillar made up 0.31% of Golden Green's portfolio in Q3 2023, its #65 holding.
  • Golden Green first reported a position in Caterpillar in Q1 2021 and has held it in 5 quarters since.
  • Golden Green's Caterpillar position peaked at $790K in Q4 2021.
  • 2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2023.

Based on Golden Green's 13F filing for Q3 2023, filed 31 Oct 2023.