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KLR Investment Advisors’s Caterpillar CAT Stock Holding History

KLR Investment Advisors’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
Q1 		$341K Sell
951
-34
-3% -$10.9K 0.25% 123
2023
Q4 		$291K Sell
985
-101
-9% -$26.2K 0.21% 146
2023
Q3 		$249K Buy
1,086
+55
+5% +$14.9K 0.23% 151
2023
Q2 		$254K Sell
1,031
-55
-5% -$12.3K 0.21% 157
2023
Q1 		$249K Buy
1,086
+17
+2% +$4.11K 0.22% 155
2022
Q4 		$256K Buy
+1,069
New +$233K 0.21% 150

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KLR Investment Advisors's CAT Position: Q1 2024 in Review

KLR Investment Advisors reduced its Caterpillar (CAT) stake by 3.5% in Q1 2024, selling an estimated $10.9K and leaving 951 shares worth $341K. The position accounts for 0.25% of the portfolio, ranked #123.

KLR Investment Advisors first reported a position in CAT in Q4 2022 and has held it in 6 quarters since. 2,708 funds tracked by Wall St. Rank hold CAT as of Q1 2024.

  • KLR Investment Advisors held 951 shares of Caterpillar worth $341K as of Q1 2024.
  • KLR Investment Advisors sold 34 Caterpillar shares in Q1 2024, an estimated $10.9K.
  • Caterpillar made up 0.25% of KLR Investment Advisors's portfolio in Q1 2024, its #123 holding.
  • KLR Investment Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 6 quarters since.
  • 2,708 funds tracked by Wall St. Rank held Caterpillar as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.