Wafra Inc’s Caterpillar CAT Stock Holding History

Wafra Inc’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	-41,881	Closed	-$15.3M	–	12
2024 Q1	$15.3M	Hold	41,881	–	–	0.81%	39
2023 Q4	$12.4M	Sell	41,881 -49,511	-54%	-$12.8M	0.73%	43
2023 Q3	$25M	Buy	+91,392	New	+$24.8M	0.83%	44

Other funds holding CAT

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wafra Inc's CAT Position: Q2 2024 in Review

Wafra Inc sold out of Caterpillar (CAT) in Q2 2024, closing a stake of 41,881 shares — an estimated $15.3M sold.

Wafra Inc first reported a position in CAT in Q3 2023 and held it in 3 quarters. The position peaked at $25M in Q3 2023. 2,703 funds tracked by Wall St. Rank hold CAT as of Q2 2024.

Wafra Inc reported no remaining Caterpillar position as of Q2 2024 after selling out during the quarter.
Wafra Inc sold 41,881 Caterpillar shares in Q2 2024, an estimated $15.3M.
Wafra Inc first reported a position in Caterpillar in Q3 2023 and held it in 3 quarters.
Wafra Inc's Caterpillar position peaked at $25M in Q3 2023.
2,703 funds tracked by Wall St. Rank held Caterpillar as of Q2 2024.

Based on Wafra Inc's 13F filing for Q2 2024, filed 5 Aug 2024.