GCMG
CAT icon

Gyroscope Capital Management Group’s Caterpillar CAT Stock Holding History

Gyroscope Capital Management Group’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
2023
Q3 		– Sell
-1,000
Closed -$246K – 219
2023
Q2 		$246K Sell
1,000
-300
-23% -$66.9K 0.06% 157
2023
Q1 		$297K Buy
+1,300
New +$314K 0.08% 143

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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 $295B AUM 31.6% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gyroscope Capital Management Group's CAT Position: Q3 2023 in Review

Gyroscope Capital Management Group sold out of Caterpillar (CAT) in Q3 2023, closing a stake of 1,000 shares — an estimated $246K sold.

Gyroscope Capital Management Group first reported a position in CAT in Q1 2023 and held it in 2 quarters. The position peaked at $297K in Q1 2023. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2023.

  • Gyroscope Capital Management Group reported no remaining Caterpillar position as of Q3 2023 after selling out during the quarter.
  • Gyroscope Capital Management Group sold 1,000 Caterpillar shares in Q3 2023, an estimated $246K.
  • Gyroscope Capital Management Group first reported a position in Caterpillar in Q1 2023 and held it in 2 quarters.
  • Gyroscope Capital Management Group's Caterpillar position peaked at $297K in Q1 2023.
  • 2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.