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Maverick Capital’s Caterpillar CAT Stock Holding History

Maverick Capital’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
Q2 		– Sell
-3,425
Closed -$1.26M – 298
2024
Q1 		$1.26M Buy
+3,425
New +$1.09M 0.02% 110
2023
Q3 		– Sell
-4,148
Closed -$1.02M – 339
2023
Q2 		$1.02M Buy
+4,148
New +$925K 0.02% 163
2021
Q4 		– Sell
-1,175
Closed -$226K – 373
2021
Q3 		$226K Sell
1,175
-8,555
-88% -$1.78M ﹤0.01% 520
2021
Q2 		$2.12M Buy
+9,730
New +$2.25M 0.02% 163
2021
Q1 		– Sell
-5,649
Closed -$1.03M – 719
2020
Q4 		$1.03M Buy
5,649
+5,040
+828% +$855K 0.02% 225
2020
Q3 		$91K Sell
609
-6,663
-92% -$936K ﹤0.01% 521
2020
Q2 		$920K Buy
+7,272
New +$862K 0.02% 338

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

Maverick Capital's CAT Position: Q2 2024 in Review

Maverick Capital sold out of Caterpillar (CAT) in Q2 2024, closing a stake of 3,425 shares — an estimated $1.26M sold.

Maverick Capital first reported a position in CAT in Q2 2020 and held it in 7 quarters. The position peaked at $2.12M in Q2 2021. 2,703 funds tracked by Wall St. Rank hold CAT as of Q2 2024.

  • Maverick Capital reported no remaining Caterpillar position as of Q2 2024 after selling out during the quarter.
  • Maverick Capital sold 3,425 Caterpillar shares in Q2 2024, an estimated $1.26M.
  • Maverick Capital first reported a position in Caterpillar in Q2 2020 and held it in 7 quarters.
  • Maverick Capital's Caterpillar position peaked at $2.12M in Q2 2021.
  • 2,703 funds tracked by Wall St. Rank held Caterpillar as of Q2 2024.

Based on Maverick Capital's 13F filing for Q2 2024, filed 14 Aug 2024.