M&G Investments (USA)’s Caterpillar CAT Stock Holding History

M&G Investments (USA)’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 Q4	$1.38M	Buy	+4,679	New	+$1.21M	1.36%	34

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

M&G Investments (USA)'s CAT Position: Q4 2023 in Review

M&G Investments (USA) opened a new position in Caterpillar (CAT) in Q4 2023: 4,679 shares worth $1.38M. The stake represents 1.36% of the portfolio and ranks #34 among its holdings.

2,578 funds tracked by Wall St. Rank hold CAT as of Q4 2023.

M&G Investments (USA) held 4,679 shares of Caterpillar worth $1.38M as of Q4 2023.
Caterpillar was a new M&G Investments (USA) position in Q4 2023.
Caterpillar made up 1.36% of M&G Investments (USA)'s portfolio in Q4 2023, its #34 holding.
2,578 funds tracked by Wall St. Rank held Caterpillar as of Q4 2023.

Based on M&G Investments (USA)'s 13F filing for Q4 2023, filed 8 May 2024.