Winslow Capital Management
CAT icon

Winslow Capital Management’s Caterpillar CAT Stock Holding History

Winslow 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
2024
Q2 		– Sell
-610
Closed -$224K – 57
2024
Q1 		$224K Sell
610
-394
-39% -$126K ﹤0.01% 57
2023
Q4 		$297K Sell
1,004
-1,116,826
-100% -$290M ﹤0.01% 58
2023
Q3 		$305M Buy
1,117,830
+1,070,570
+2,265% +$290M 1.45% 29
2023
Q2 		$11.6M Buy
+47,260
New +$10.5M 0.05% 48

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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

Winslow Capital Management's CAT Position: Q2 2024 in Review

Winslow Capital Management sold out of Caterpillar (CAT) in Q2 2024, closing a stake of 610 shares — an estimated $224K sold.

Winslow Capital Management first reported a position in CAT in Q2 2023 and held it in 4 quarters. The position peaked at $305M in Q3 2023. 2,703 funds tracked by Wall St. Rank hold CAT as of Q2 2024.

  • Winslow Capital Management reported no remaining Caterpillar position as of Q2 2024 after selling out during the quarter.
  • Winslow Capital Management sold 610 Caterpillar shares in Q2 2024, an estimated $224K.
  • Winslow Capital Management first reported a position in Caterpillar in Q2 2023 and held it in 4 quarters.
  • Winslow Capital Management's Caterpillar position peaked at $305M in Q3 2023.
  • 2,703 funds tracked by Wall St. Rank held Caterpillar as of Q2 2024.

Based on Winslow Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.