Lynwood Capital Management’s Caterpillar CAT Stock Holding History

Lynwood Capital Management’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	$73.3K	Buy	+200	New	+$63.9K	0.43%	28

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

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

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

Lynwood Capital Management's CAT Position: Q1 2024 in Review

Lynwood Capital Management opened a new position in Caterpillar (CAT) in Q1 2024: 200 shares worth $73.3K. The stake represents 0.43% of the portfolio and ranks #28 among its holdings.

2,708 funds tracked by Wall St. Rank hold CAT as of Q1 2024.

Lynwood Capital Management held 200 shares of Caterpillar worth $73.3K as of Q1 2024.
Caterpillar was a new Lynwood Capital Management position in Q1 2024.
Caterpillar made up 0.43% of Lynwood Capital Management's portfolio in Q1 2024, its #28 holding.
2,708 funds tracked by Wall St. Rank held Caterpillar as of Q1 2024.

Based on Lynwood Capital Management's 13F filing for Q1 2024, filed 10 May 2024.