CAT - Caterpillar Inc Stock Price, Fair Value and News
358.92USD+0.74 (+0.21%)Delayed as of 15 May 2024, 02:57 pm ET
Which funds bought or sold CAT recently?
Which funds are the top buyers of CAT?
| Fund Name | # Shares | $ Value | % Port. |
|---|---|---|---|
| VANGUARD GROUP INC | 47,866,400 | 17,539,700,000 | 0.35% |
| STATE STREET CORP | 37,722,900 | 11,153,500,000 | 0.54% |
| BlackRock Inc. | 33,534,100 | 12,287,900,000 | 0.29% |
| Capital World Investors | 29,030,000 | 8,583,370,000 | 1.53% |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 17,761,300 | 5,251,480,000 | 5.05% |
| GEODE CAPITAL MANAGEMENT, LLC | 10,219,700 | 3,738,260,000 | 0.35% |
| Fisher Asset Management, LLC | 8,341,640 | 3,056,630,000 | 1.43% |
| BILL & MELINDA GATES FOUNDATION TRUST | 7,353,610 | 2,174,240,000 | 5.14% |
| MORGAN STANLEY | 7,199,610 | 2,128,710,000 | 0.19% |
| NORTHERN TRUST CORP | 6,653,370 | 1,967,200,000 | 0.36% |
Which funds have put a big percent of portfolio in CAT?
| Fund Name | $ Value | % Port. |
|---|---|---|
| Gilfoyle & Co LLC | 92,074 | 8.26% |
| Community Bank of Raymore | 14,860,600 | 6.98% |
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 15,794,700 | 6.25% |
| Westchester Capital Management, Inc. | 24,471,700 | 6.14% |
| Vantis Investment Advisers L.P. | 5,809,000 | 6.02% |
| KADENSA CAPITAL Ltd | 22,822,500 | 5.75% |
| Atwater Malick LLC | 15,638,700 | 5.51% |
| Viewpoint Capital Management LLC | 8,380,720 | 5.33% |
| SageGuard Financial Group, LLC | 333,000 | 5.22% |
| BILL & MELINDA GATES FOUNDATION TRUST | 2,174,240,000 | 5.14% |
Trend of No. of funds that hold CAT
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
| Fund Name | $ Bought |
|---|---|
| Weiss Asset Management LP | 37,368,200 |
| Capitolis Liquid Global Markets LLC | 34,810,800 |
| Mediolanum International Funds Ltd | 29,030,900 |
| M&G Plc | 15,009,300 |
| Andra AP-fonden | 12,825,000 |
| Vantage Investment Partners, LLC | 12,796,000 |
| SpiderRock Advisors, LLC | 10,239,200 |
| L & S Advisors Inc | 8,944,190 |
Additions
| Fund Name | % Increased |
|---|---|
| IBEX WEALTH ADVISORS | 397,900 |
| Coulter & Justus Financial Services, LLC | 4,152 |
| Financial Synergies Wealth Advisors, Inc. | 3,475 |
| Segment Wealth Management, LLC | 1,575 |
| TruWealth Advisors, LLC | 1,306 |
| Buck Wealth Strategies, LLC | 1,298 |
| Edgestream Partners, L.P. | 1,220 |
| ATLAS CAPITAL ADVISORS LLC | 1,041 |
Reductions
| Fund Name | % Reduced |
|---|---|
| Boston Partners | -99.69 |
| Retirement Group, LLC | -97.14 |
| RiverFront Investment Group, LLC | -96.17 |
| Optiver Holding B.V. | -96.16 |
| CHILTON CAPITAL MANAGEMENT LLC | -93.52 |
| Financial Gravity Asset Management, Inc. | -90.47 |
| Monte Financial Group, LLC | -90.05 |
| NATIXIS | -89.36 |
Sold off
| Fund Name | $ Sold |
|---|---|
| MEITAV INVESTMENT HOUSE LTD | -37,674,300 |
| DNB Asset Management AS | -35,951,400 |
| ING GROEP NV | -24,737,200 |
| Granite Bay Wealth Management, LLC | -5,278,000 |
| Longbow Finance SA | -4,878,560 |
| RIVER GLOBAL INVESTORS LLP | -4,732,240 |
| STONERIDGE INVESTMENT PARTNERS LLC | -2,210,000 |
| Truepoint, Inc. | -2,193,870 |