KI
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Kula Investments’s Caterpillar CAT Stock Holding History

Kula Investments’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
Q1 		$1.26M Buy
+5,514
New +$1.33M 0.31% 69

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

Kula Investments's CAT Position: Q1 2023 in Review

Kula Investments opened a new position in Caterpillar (CAT) in Q1 2023: 5,514 shares worth $1.26M. The stake represents 0.31% of the portfolio and ranks #69 among its holdings.

2,278 funds tracked by Wall St. Rank hold CAT as of Q1 2023.

  • Kula Investments held 5,514 shares of Caterpillar worth $1.26M as of Q1 2023.
  • Caterpillar was a new Kula Investments position in Q1 2023.
  • Caterpillar made up 0.31% of Kula Investments's portfolio in Q1 2023, its #69 holding.
  • 2,278 funds tracked by Wall St. Rank held Caterpillar as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.