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Meitav Investment House’s Caterpillar CAT Stock Holding History

Meitav Investment House’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 		– Sell
-127,520
Closed -$37.7M – 241
2023
Q4 		$37.7M Buy
127,520
+28,202
+28% +$7.32M 0.55% 60
2023
Q3 		$27.6M Sell
99,318
-28,775
-22% -$7.81M 0.45% 64
2023
Q2 		$31.3M Buy
128,093
+67,568
+112% +$15.1M 0.5% 60
2023
Q1 		$13.6M Sell
60,525
-15,393
-20% -$3.72M 0.23% 94
2022
Q4 		$18.3M Buy
75,918
+1,318
+2% +$287K 0.31% 84
2022
Q3 		$12.4M Buy
74,600
+12,500
+20% +$2.28M 0.22% 96
2022
Q2 		$11M Sell
62,100
-9,850
-14% -$2.08M 0.19% 98
2022
Q1 		$15.9M Buy
71,950
+70,967
+7,219% +$14.9M 0.24% 85
2021
Q4 		$203K Buy
+983
New +$198K ﹤0.01% 373
2021
Q2 		– Sell
-7,058
Closed -$1.64K – 416
2021
Q1 		$1.64K Buy
+7,058
New +$1.46M 0.05% 177
2018
Q4 		– Sell
-2,264
Closed -$346K – 357
2018
Q3 		$346K Buy
2,264
+400
+21% +$56.6K 0.02% 379
2018
Q2 		$258K Buy
+1,864
New +$279K 0.01% 392

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

Meitav Investment House's CAT Position: Q1 2024 in Review

Meitav Investment House sold out of Caterpillar (CAT) in Q1 2024, closing a stake of 127,520 shares — an estimated $37.7M sold.

Meitav Investment House first reported a position in CAT in Q2 2018 and held it in 12 quarters. The position peaked at $37.7M in Q4 2023. 2,708 funds tracked by Wall St. Rank hold CAT as of Q1 2024.

  • Meitav Investment House reported no remaining Caterpillar position as of Q1 2024 after selling out during the quarter.
  • Meitav Investment House sold 127,520 Caterpillar shares in Q1 2024, an estimated $37.7M.
  • Meitav Investment House first reported a position in Caterpillar in Q2 2018 and held it in 12 quarters.
  • Meitav Investment House's Caterpillar position peaked at $37.7M in Q4 2023.
  • 2,708 funds tracked by Wall St. Rank held Caterpillar as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.