KWILP
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Kiwi Wealth Investments Limited Partnership’s Caterpillar CAT Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
-22,454
Closed -$5.53M – 74
2023
Q2 		$5.53M Sell
22,454
-12,466
-36% -$2.78M 0.34% 78
2023
Q1 		$7.99M Sell
34,920
-805
-2% -$195K 0.52% 56
2022
Q4 		$8.56M Buy
+35,725
New +$7.78M 0.57% 51
2022
Q2 		– Sell
-30,109
Closed -$6.71M – 203
2022
Q1 		$6.71M Buy
30,109
+4,977
+20% +$1.04M 0.36% 77
2021
Q4 		$5.2M Sell
25,132
-648
-3% -$130K 0.25% 114
2021
Q3 		$4.95M Sell
25,780
-2,845
-10% -$592K 0.25% 119
2021
Q2 		$6.23M Sell
28,625
-27,420
-49% -$6.33M 0.32% 74
2021
Q1 		$13M Buy
56,045
+14,478
+35% +$3M 0.75% 35
2020
Q4 		$7.57M Sell
41,567
-44,292
-52% -$7.51M 0.45% 61
2020
Q3 		$12.8M Buy
85,859
+20,890
+32% +$2.93M 0.9% 25
2020
Q2 		$8.22M Buy
+64,969
New +$7.7M 0.67% 44
2018
Q3 		– Sell
-25,290
Closed -$3.43M – 177
2018
Q2 		$3.43M Sell
25,290
-9,242
-27% -$1.38M 0.33% 84
2018
Q1 		$5.09M Buy
34,532
+37
+0.1% +$5.84K 0.5% 62
2017
Q4 		$5.44M Buy
34,495
+14,476
+72% +$2.01M 0.6% 50
2017
Q3 		$2.5M Buy
20,019
+1,465
+8% +$169K 0.3% 78
2017
Q2 		$1.99M Buy
+18,554
New +$1.88M 0.18% 91

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 $336B AUM 34.66% 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

Kiwi Wealth Investments Limited Partnership's CAT Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Caterpillar (CAT) in Q3 2023, closing a stake of 22,454 shares — an estimated $5.53M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in CAT in Q2 2017 and held it in 16 quarters. The position peaked at $13M in Q1 2021. 2,403 funds tracked by Wall St. Rank hold CAT as of Q3 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Caterpillar position as of Q3 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 22,454 Caterpillar shares in Q3 2023, an estimated $5.53M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Caterpillar in Q2 2017 and held it in 16 quarters.
  • Kiwi Wealth Investments Limited Partnership's Caterpillar position peaked at $13M in Q1 2021.
  • 2,403 funds tracked by Wall St. Rank held Caterpillar as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.