KC
CAT icon

Kingfisher Capital’s Caterpillar CAT Stock Holding History

Kingfisher Capital’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 		$304K Buy
778
+22
+3% +$7.6K 0.07% 148
2024
Q2 		$252K Hold
756
– – 0.06% 153
2024
Q1 		$277K Hold
756
– – 0.07% 139
2023
Q4 		$224K Hold
756
– – 0.06% 154
2023
Q3 		$206K Buy
+756
New +$205K 0.06% 154
2016
Q1 		– Sell
-696
Closed -$47K – 139
2015
Q4 		$47K Buy
+696
New +$48.7K 0.03% 162

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
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 $295B AUM 31.6% 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

Kingfisher Capital's CAT Position: Q3 2024 in Review

Kingfisher Capital increased its Caterpillar (CAT) stake by 2.9% in Q3 2024, buying an estimated $7.6K and bringing the position to 778 shares worth $304K. The position accounts for 0.07% of the portfolio, ranked #148.

Kingfisher Capital first reported a position in CAT in Q4 2015 and has held it in 6 quarters since. 2,828 funds tracked by Wall St. Rank hold CAT as of Q3 2024.

  • Kingfisher Capital held 778 shares of Caterpillar worth $304K as of Q3 2024.
  • Kingfisher Capital bought 22 Caterpillar shares in Q3 2024, an estimated $7.6K.
  • Caterpillar made up 0.07% of Kingfisher Capital's portfolio in Q3 2024, its #148 holding.
  • Kingfisher Capital first reported a position in Caterpillar in Q4 2015 and has held it in 6 quarters since.
  • 2,828 funds tracked by Wall St. Rank held Caterpillar as of Q3 2024.

Based on Kingfisher Capital's 13F filing for Q3 2024, filed 14 Nov 2024.