TCM
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True Capital Management’s Caterpillar CAT Stock Holding History

True Capital Management’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
2023
Q1 		$268K Buy
1,170
+64
+6% +$15.5K 0.18% 103
2022
Q4 		$265K Buy
+1,106
New +$241K 0.22% 99

Other funds holding CAT

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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

True Capital Management's CAT Position: Q1 2023 in Review

True Capital Management increased its Caterpillar (CAT) stake by 5.8% in Q1 2023, buying an estimated $15.5K and bringing the position to 1,170 shares worth $268K. The position accounts for 0.18% of the portfolio, ranked #103.

True Capital Management first reported a position in CAT in Q4 2022 and has held it in 2 quarters since. 2,278 funds tracked by Wall St. Rank hold CAT as of Q1 2023.

  • True Capital Management held 1,170 shares of Caterpillar worth $268K as of Q1 2023.
  • True Capital Management bought 64 Caterpillar shares in Q1 2023, an estimated $15.5K.
  • Caterpillar made up 0.18% of True Capital Management's portfolio in Q1 2023, its #103 holding.
  • True Capital Management first reported a position in Caterpillar in Q4 2022 and has held it in 2 quarters since.
  • 2,278 funds tracked by Wall St. Rank held Caterpillar as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.