Grey Street Capital’s Caterpillar CAT Stock Holding History

Grey Street 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 Q1	$1.45M	Buy	+3,966	New	+$1.27M	0.2%	121

Other funds holding CAT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Grey Street Capital's CAT Position: Q1 2024 in Review

Grey Street Capital opened a new position in Caterpillar (CAT) in Q1 2024: 3,966 shares worth $1.45M. The stake represents 0.2% of the portfolio and ranks #121 among its holdings.

2,710 funds tracked by Wall St. Rank hold CAT as of Q1 2024.

Grey Street Capital held 3,966 shares of Caterpillar worth $1.45M as of Q1 2024.
Caterpillar was a new Grey Street Capital position in Q1 2024.
Caterpillar made up 0.2% of Grey Street Capital's portfolio in Q1 2024, its #121 holding.
2,710 funds tracked by Wall St. Rank held Caterpillar as of Q1 2024.

Based on Grey Street Capital's 13F filing for Q1 2024, filed 9 Aug 2024.