Mango Five Family’s Caterpillar CAT Stock Holding History

Mango Five Family’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	$1.27M	Hold	3,465	–	–	0.42%	21
2023 Q4	$1.02M	Buy	+3,465	New	+$899K	0.39%	25

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

Mango Five Family's CAT Position: Q1 2024 in Review

Mango Five Family held its Caterpillar (CAT) position steady in Q1 2024 at 3,465 shares worth $1.27M. The position accounts for 0.42% of the portfolio, ranked #21.

Mango Five Family first reported a position in CAT in Q4 2023 and has held it in 2 quarters since. 2,708 funds tracked by Wall St. Rank hold CAT as of Q1 2024.

Mango Five Family held 3,465 shares of Caterpillar worth $1.27M as of Q1 2024.
Mango Five Family left its Caterpillar share count unchanged in Q1 2024.
Caterpillar made up 0.42% of Mango Five Family's portfolio in Q1 2024, its #21 holding.
Mango Five Family first reported a position in Caterpillar in Q4 2023 and has held it in 2 quarters since.
2,708 funds tracked by Wall St. Rank held Caterpillar as of Q1 2024.

Based on Mango Five Family's 13F filing for Q1 2024, filed 16 May 2024.