Gratus Capital’s Caterpillar CAT Stock Holding History

Gratus Capital’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 Q2	$707K	Buy	2,123 +846	+66%	+$293K	0.03%	215
2024 Q1	$468K	Buy	+1,277	New	+$408K	0.02%	234

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gratus Capital's CAT Position: Q2 2024 in Review

Gratus Capital increased its Caterpillar (CAT) stake by 66% in Q2 2024, buying an estimated $293K and bringing the position to 2,123 shares worth $707K. The position accounts for 0.03% of the portfolio, ranked #215.

Gratus Capital first reported a position in CAT in Q1 2024 and has held it in 2 quarters since. 2,703 funds tracked by Wall St. Rank hold CAT as of Q2 2024.

Gratus Capital held 2,123 shares of Caterpillar worth $707K as of Q2 2024.
Gratus Capital bought 846 Caterpillar shares in Q2 2024, an estimated $293K.
Caterpillar made up 0.03% of Gratus Capital's portfolio in Q2 2024, its #215 holding.
Gratus Capital first reported a position in Caterpillar in Q1 2024 and has held it in 2 quarters since.
2,703 funds tracked by Wall St. Rank held Caterpillar as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.