Greylin Investment Management’s Caterpillar CAT Stock Holding History

Greylin Investment 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 Q2	$350K	Hold	1,050	–	–	0.06%	66
2024 Q1	$385K	Hold	1,050	–	–	0.06%	60
2023 Q4	$310K	Hold	1,050	–	–	0.05%	62
2023 Q3	$287K	Hold	1,050	–	–	0.05%	61
2023 Q2	$258K	Hold	1,050	–	–	0.05%	60
2023 Q1	$240K	Hold	1,050	–	–	0.04%	68
2022 Q4	$252K	Buy	+1,050	New	+$229K	0.05%	63
2022 Q2	–	Sell	-1,075	Closed	-$240K	–	76
2022 Q1	$240K	Hold	1,075	–	–	0.04%	78
2021 Q4	$222K	Sell	1,075 -25	-2%	-$5.03K	0.04%	88
2021 Q3	$211K	Hold	1,100	–	–	0.04%	93
2021 Q2	$239K	Hold	1,100	–	–	0.05%	89
2021 Q1	$255K	Hold	1,100	–	–	0.05%	84
2020 Q4	$200K	Buy	+1,100	New	+$187K	0.05%	86

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

Greylin Investment Management's CAT Position: Q2 2024 in Review

Greylin Investment Management held its Caterpillar (CAT) position steady in Q2 2024 at 1,050 shares worth $350K. The position accounts for 0.06% of the portfolio, ranked #66.

Greylin Investment Management first reported a position in CAT in Q4 2020 and has held it in 13 quarters since. The position peaked at $385K in Q1 2024. 2,704 funds tracked by Wall St. Rank hold CAT as of Q2 2024.

Greylin Investment Management held 1,050 shares of Caterpillar worth $350K as of Q2 2024.
Greylin Investment Management left its Caterpillar share count unchanged in Q2 2024.
Caterpillar made up 0.06% of Greylin Investment Management's portfolio in Q2 2024, its #66 holding.
Greylin Investment Management first reported a position in Caterpillar in Q4 2020 and has held it in 13 quarters since.
Greylin Investment Management's Caterpillar position peaked at $385K in Q1 2024.
2,704 funds tracked by Wall St. Rank held Caterpillar as of Q2 2024.

Based on Greylin Investment Management's 13F filing for Q2 2024, filed 19 Jul 2024.