GCIM
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Gunn & Company Investment Management’s Caterpillar CAT Stock Holding History

Gunn & Company 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
Q3 		$223K Sell
570
-897
-61% -$310K 0.15% 61
2024
Q2 		$489K Buy
1,467
+897
+157% +$311K 0.03% 91
2024
Q1 		$209K Sell
570
-827
-59% -$264K 0.16% 58
2023
Q4 		$413K Buy
+1,397
New +$362K 0.03% 84

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gunn & Company Investment Management's CAT Position: Q3 2024 in Review

Gunn & Company Investment Management reduced its Caterpillar (CAT) stake by 61% in Q3 2024, selling an estimated $310K and leaving 570 shares worth $223K. The position accounts for 0.15% of the portfolio, ranked #61.

Gunn & Company Investment Management first reported a position in CAT in Q4 2023 and has held it in 4 quarters since. The position peaked at $489K in Q2 2024. 2,829 funds tracked by Wall St. Rank hold CAT as of Q3 2024.

  • Gunn & Company Investment Management held 570 shares of Caterpillar worth $223K as of Q3 2024.
  • Gunn & Company Investment Management sold 897 Caterpillar shares in Q3 2024, an estimated $310K.
  • Caterpillar made up 0.15% of Gunn & Company Investment Management's portfolio in Q3 2024, its #61 holding.
  • Gunn & Company Investment Management first reported a position in Caterpillar in Q4 2023 and has held it in 4 quarters since.
  • Gunn & Company Investment Management's Caterpillar position peaked at $489K in Q2 2024.
  • 2,829 funds tracked by Wall St. Rank held Caterpillar as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.