Ahrens Investment Partners’s Caterpillar CAT Stock Holding History

Ahrens Investment Partners’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 Q1	$188K	Sell	821 -548	-40%	-$132K	0.09%	155
2022 Q4	$328K	Buy	+1,369	New	+$298K	0.15%	111
2022 Q3	–	Sell	-895	Closed	-$160K	–	271
2022 Q2	$160K	Buy	895 +23	+3%	+$4.85K	0.07%	178
2022 Q1	$194K	Hold	872	–	–	0.06%	188
2021 Q4	$180K	Buy	+872	New	+$176K	0.08%	200
2019 Q2	–	Sell	-1,636	Closed	-$222K	–	166
2019 Q1	$222K	Buy	+1,636	New	+$217K	0.1%	133

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ahrens Investment Partners's CAT Position: Q1 2023 in Review

Ahrens Investment Partners reduced its Caterpillar (CAT) stake by 40% in Q1 2023, selling an estimated $132K and leaving 821 shares worth $188K. The position accounts for 0.09% of the portfolio, ranked #155.

Ahrens Investment Partners first reported a position in CAT in Q1 2019 and has held it in 6 quarters since. The position peaked at $328K in Q4 2022. 2,278 funds tracked by Wall St. Rank hold CAT as of Q1 2023.

Ahrens Investment Partners held 821 shares of Caterpillar worth $188K as of Q1 2023.
Ahrens Investment Partners sold 548 Caterpillar shares in Q1 2023, an estimated $132K.
Caterpillar made up 0.09% of Ahrens Investment Partners's portfolio in Q1 2023, its #155 holding.
Ahrens Investment Partners first reported a position in Caterpillar in Q1 2019 and has held it in 6 quarters since.
Ahrens Investment Partners's Caterpillar position peaked at $328K in Q4 2022.
2,278 funds tracked by Wall St. Rank held Caterpillar as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.