KB Financial Partners’s Caterpillar CAT Stock Holding History

KB Financial Partners’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	$108K	Buy	394 +261	+196%	+$70.8K	0.03%	188
2023 Q2	$33K	Sell	133 -53	-28%	-$11.8K	0.01%	311
2023 Q1	$43K	Sell	186 -1	-0.5%	-$242	0.01%	276
2022 Q4	$45K	Hold	187	–	–	0.02%	271
2022 Q3	$31K	Sell	187 -1	-0.5%	-$183	0.01%	292
2022 Q2	$34K	Sell	188 -3	-2%	-$632	0.01%	285
2022 Q1	$43K	Sell	191 -5	-3%	-$1.05K	0.01%	282
2021 Q4	$41K	Buy	+196	New	+$39.5K	0.01%	309
2021 Q3	–	Sell	-894	Closed	-$195K	–	226
2021 Q2	$195K	Sell	894 -616	-41%	-$142K	0.07%	157
2021 Q1	$350K	Buy	+1,510	New	+$313K	0.15%	69

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KB Financial Partners's CAT Position: Q3 2023 in Review

KB Financial Partners increased its Caterpillar (CAT) stake by 196% in Q3 2023, buying an estimated $70.8K and bringing the position to 394 shares worth $108K. The position accounts for 0.03% of the portfolio, ranked #188.

KB Financial Partners first reported a position in CAT in Q1 2021 and has held it in 10 quarters since. The position peaked at $350K in Q1 2021. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2023.

KB Financial Partners held 394 shares of Caterpillar worth $108K as of Q3 2023.
KB Financial Partners bought 261 Caterpillar shares in Q3 2023, an estimated $70.8K.
Caterpillar made up 0.03% of KB Financial Partners's portfolio in Q3 2023, its #188 holding.
KB Financial Partners first reported a position in Caterpillar in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's Caterpillar position peaked at $350K in Q1 2021.
2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.