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River Global Investors’s Caterpillar CAT Stock Holding History

River Global Investors’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
-16,000
Closed -$4.73M – 196
2023
Q4 		$4.73M Buy
+16,000
New +$4.15M 0.9% 24
2022
Q3 		– Sell
-4,790
Closed -$856K – 174
2022
Q2 		$856K Sell
4,790
-500
-9% -$105K 0.15% 144
2022
Q1 		$1.18M Buy
5,290
+1,990
+60% +$417K 0.15% 138
2021
Q4 		$683K Buy
+3,300
New +$664K 0.05% 148
2021
Q2 		– Sell
-33,548
Closed -$7.79M – 142
2021
Q1 		$7.79M Sell
33,548
-400
-1% -$82.8K 0.47% 64
2020
Q4 		$6.18M Sell
33,948
-3,779
-10% -$641K 0.35% 70
2020
Q3 		$5.62M Sell
37,727
-700
-2% -$98.3K 0.42% 71
2020
Q2 		$4.86M Sell
38,427
-1,671
-4% -$198K 0.36% 87
2020
Q1 		$4.66M Sell
40,098
-556
-1% -$71K 0.43% 69
2019
Q4 		$6M Buy
40,654
+150
+0.4% +$20.9K 0.33% 93
2019
Q3 		$5.12M Buy
40,504
+6,580
+19% +$836K 0.36% 95
2019
Q2 		$4.63M Buy
33,924
+400
+1% +$52.9K 0.32% 100
2019
Q1 		$4.54M Sell
33,524
-14,180
-30% -$1.88M 0.32% 100
2018
Q4 		$6.06M Buy
47,704
+17,194
+56% +$2.24M 0.53% 61
2018
Q3 		$4.65M Buy
+30,510
New +$4.32M 0.42% 73
2018
Q2 		– Sell
-16,797
Closed -$2.48M – 125
2018
Q1 		$2.48M Sell
16,797
-14,000
-45% -$2.21M 0.29% 100
2017
Q4 		$4.85M Buy
30,797
+4,650
+18% +$645K 0.54% 63
2017
Q3 		$3.26M Hold
26,147
– – 0.48% 69
2017
Q2 		$2.81M Sell
26,147
-303
-1% -$30.8K 0.52% 66
2017
Q1 		$2.45M Sell
26,450
-700
-3% -$66.3K 0.55% 72
2016
Q4 		$2.52M Hold
27,150
– – 0.71% 62
2016
Q3 		$2.41M Buy
27,150
+4,400
+19% +$360K 0.77% 63
2016
Q2 		$1.73M Buy
22,750
+9,500
+72% +$712K 0.74% 57
2016
Q1 		$1.01M Buy
+13,250
New +$889K 0.65% 61

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

River Global Investors's CAT Position: Q1 2024 in Review

River Global Investors sold out of Caterpillar (CAT) in Q1 2024, closing a stake of 16,000 shares — an estimated $4.73M sold.

River Global Investors first reported a position in CAT in Q1 2016 and held it in 24 quarters. The position peaked at $7.79M in Q1 2021. 2,709 funds tracked by Wall St. Rank hold CAT as of Q1 2024.

  • River Global Investors reported no remaining Caterpillar position as of Q1 2024 after selling out during the quarter.
  • River Global Investors sold 16,000 Caterpillar shares in Q1 2024, an estimated $4.73M.
  • River Global Investors first reported a position in Caterpillar in Q1 2016 and held it in 24 quarters.
  • River Global Investors's Caterpillar position peaked at $7.79M in Q1 2021.
  • 2,709 funds tracked by Wall St. Rank held Caterpillar as of Q1 2024.

Based on River Global Investors's 13F filing for Q1 2024, filed 7 May 2024.