Steward Partners Investment Solutions’s Caterpillar CAT Stock Holding History

Steward Partners Investment Solutions’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	$590K	Buy	+1,609	New	+$514K	0.1%	138

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Steward Partners Investment Solutions's CAT Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in Caterpillar (CAT) in Q1 2024: 1,609 shares worth $590K. The stake represents 0.1% of the portfolio and ranks #138 among its holdings.

2,713 funds tracked by Wall St. Rank hold CAT as of Q1 2024.

Steward Partners Investment Solutions held 1,609 shares of Caterpillar worth $590K as of Q1 2024.
Caterpillar was a new Steward Partners Investment Solutions position in Q1 2024.
Caterpillar made up 0.1% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #138 holding.
2,713 funds tracked by Wall St. Rank held Caterpillar as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.