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Guardian Capital (Canada)’s Caterpillar CAT Stock Holding History

Guardian Capital (Canada)’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
-711
Closed -$210K – 149
2023
Q4 		$210K Buy
+711
New +$184K 0.01% 151
2015
Q1 		– Sell
-6,004
Closed -$550K – 216
2014
Q4 		$550K Buy
+6,004
New +$584K 0.01% 160

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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Guardian Capital (Canada)'s CAT Position: Q1 2024 in Review

Guardian Capital (Canada) sold out of Caterpillar (CAT) in Q1 2024, closing a stake of 711 shares — an estimated $210K sold.

Guardian Capital (Canada) first reported a position in CAT in Q4 2014 and held it in 2 quarters. The position peaked at $550K in Q4 2014. 2,715 funds tracked by Wall St. Rank hold CAT as of Q1 2024.

  • Guardian Capital (Canada) reported no remaining Caterpillar position as of Q1 2024 after selling out during the quarter.
  • Guardian Capital (Canada) sold 711 Caterpillar shares in Q1 2024, an estimated $210K.
  • Guardian Capital (Canada) first reported a position in Caterpillar in Q4 2014 and held it in 2 quarters.
  • Guardian Capital (Canada)'s Caterpillar position peaked at $550K in Q4 2014.
  • 2,715 funds tracked by Wall St. Rank held Caterpillar as of Q1 2024.

Based on Guardian Capital (Canada)'s 13F filing for Q1 2024, filed 14 May 2024.