West Tower Group’s Caterpillar CAT Stock Holding History

West Tower Group’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 Q4	–	Sell	-51	Closed	-$13.9K	–	548
2023 Q3	$13.9K	Sell	51 -136	-73%	-$36.9K	0.01%	358
2023 Q2	$46K	Buy	+187	New	+$41.7K	0.03%	224

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

West Tower Group's CAT Position: Q4 2023 in Review

West Tower Group sold out of Caterpillar (CAT) in Q4 2023, closing a stake of 51 shares — an estimated $13.9K sold.

West Tower Group first reported a position in CAT in Q2 2023 and held it in 2 quarters. The position peaked at $46K in Q2 2023. 2,578 funds tracked by Wall St. Rank hold CAT as of Q4 2023.

West Tower Group reported no remaining Caterpillar position as of Q4 2023 after selling out during the quarter.
West Tower Group sold 51 Caterpillar shares in Q4 2023, an estimated $13.9K.
West Tower Group first reported a position in Caterpillar in Q2 2023 and held it in 2 quarters.
West Tower Group's Caterpillar position peaked at $46K in Q2 2023.
2,578 funds tracked by Wall St. Rank held Caterpillar as of Q4 2023.

Based on West Tower Group's 13F filing for Q4 2023, filed 14 Feb 2024.