GBWM
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Granite Bay Wealth Management’s Caterpillar CAT Stock Holding History

Granite Bay Wealth 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
Q1 		– Sell
-20,300
Closed -$5.28M – 96
2023
Q4 		$5.28M Sell
20,300
-3,362
-14% -$872K 0.05% 104
2023
Q3 		$6.45M Buy
+23,662
New +$6.42M 0.06% 101

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

Granite Bay Wealth Management's CAT Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of Caterpillar (CAT) in Q1 2024, closing a stake of 20,300 shares — an estimated $5.28M sold.

Granite Bay Wealth Management first reported a position in CAT in Q3 2023 and held it in 2 quarters. The position peaked at $6.45M in Q3 2023. 2,708 funds tracked by Wall St. Rank hold CAT as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining Caterpillar position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 20,300 Caterpillar shares in Q1 2024, an estimated $5.28M.
  • Granite Bay Wealth Management first reported a position in Caterpillar in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's Caterpillar position peaked at $6.45M in Q3 2023.
  • 2,708 funds tracked by Wall St. Rank held Caterpillar as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.