WM
CAT icon

WS Management’s Caterpillar CAT Stock Holding History

WS 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
2022
Q4 		– Sell
-50,000
Closed -$8.2M – 71
2022
Q3 		$8.2M Buy
+50,000
New +$9.13M 0.74% 31
2022
Q1 		– Sell
-30,000
Closed -$6.2M – 72
2021
Q4 		$6.2M Buy
30,000
+10,000
+50% +$2.01M 0.49% 36
2021
Q3 		$3.84M Buy
+20,000
New +$4.17M 0.41% 43
2016
Q3 		– Sell
-300,000
Closed -$22.7M – 82
2016
Q2 		$22.7M Buy
+300,000
New +$22.5M 0.79% 31
2015
Q2 		– Sell
-200,000
Closed -$16M – 78
2015
Q1 		$16M Buy
+200,000
New +$16.6M 0.54% 43

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return