6 Meridian’s Caterpillar CAT Stock Holding History

6 Meridian’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
2021 Q4	$1.95M	Sell	9,437 -66	-0.7%	-$13.3K	0.14%	90
2021 Q3	$1.82M	Buy	+9,503	New	+$1.98M	0.14%	95
2020 Q3	–	Sell	-48,031	Closed	-$6.08M	–	287
2020 Q2	$6.08M	Sell	48,031 -84,783	-64%	-$10.1M	0.64%	19
2020 Q1	$15.4M	Buy	132,814 +64,916	+96%	+$8.29M	1.62%	10
2019 Q4	$10M	Buy	67,898 +230	+0.3%	+$32.1K	0.88%	29
2019 Q3	$8.55M	Buy	+67,668	New	+$8.6M	0.84%	31
2018 Q3	–	Sell	-41,667	Closed	-$5.65M	–	438
2018 Q2	$5.65M	Buy	41,667 +1,641	+4%	+$245K	0.6%	58
2018 Q1	$5.9M	Sell	40,026 -10,419	-21%	-$1.65M	0.66%	54
2017 Q4	$7.95M	Buy	+50,445	New	+$7M	0.92%	32

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

6 Meridian's CAT Position: Q4 2021 in Review

6 Meridian reduced its Caterpillar (CAT) stake by 0.69% in Q4 2021, selling an estimated $13.3K and leaving 9,437 shares worth $1.95M. The position accounts for 0.14% of the portfolio, ranked #90.

6 Meridian first reported a position in CAT in Q4 2017 and has held it in 9 quarters since. The position peaked at $15.4M in Q1 2020. 2,158 funds tracked by Wall St. Rank hold CAT as of Q4 2021.

6 Meridian held 9,437 shares of Caterpillar worth $1.95M as of Q4 2021.
6 Meridian sold 66 Caterpillar shares in Q4 2021, an estimated $13.3K.
Caterpillar made up 0.14% of 6 Meridian's portfolio in Q4 2021, its #90 holding.
6 Meridian first reported a position in Caterpillar in Q4 2017 and has held it in 9 quarters since.
6 Meridian's Caterpillar position peaked at $15.4M in Q1 2020.
2,158 funds tracked by Wall St. Rank held Caterpillar as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.