American National Registered Investment Advisor’s Caterpillar CAT Stock Holding History

American National Registered Investment Advisor’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 Q1	$824K	Sell	3,696 -157	-4%	-$32.9K	0.29%	94
2021 Q4	$797K	Sell	3,853 -2	-0.1%	-$403	0.26%	107
2021 Q3	$740K	Sell	3,855 -26	-0.7%	-$5.42K	0.27%	112
2021 Q2	$845K	Sell	3,881 -49	-1%	-$11.3K	0.3%	101
2021 Q1	$911K	Sell	3,930 -25	-0.6%	-$5.17K	0.35%	83
2020 Q4	$720K	Hold	3,955	–	–	0.29%	107
2020 Q3	$590K	Hold	3,955	–	–	0.27%	112
2020 Q2	$500K	Hold	3,955	–	–	0.25%	121
2020 Q1	$459K	Hold	3,955	–	–	0.29%	110
2019 Q4	$584K	Hold	3,955	–	–	0.29%	110
2019 Q3	$500K	Hold	3,955	–	–	0.28%	119
2019 Q2	$539K	Hold	3,955	–	–	0.3%	110
2019 Q1	$536K	Hold	3,955	–	–	0.3%	113
2018 Q4	$503K	Sell	3,955 -280	-7%	-$36.4K	0.31%	108
2018 Q3	$646K	Hold	4,235	–	–	0.34%	101
2018 Q2	$575K	Hold	4,235	–	–	0.28%	129
2018 Q1	$624K	Sell	4,235 -125	-3%	-$19.7K	0.31%	115
2017 Q4	$687K	Hold	4,360	–	–	0.33%	106
2017 Q3	$544K	Sell	4,360 -900	-17%	-$104K	0.27%	132
2017 Q2	$565K	Hold	5,260	–	–	0.24%	144
2017 Q1	$488K	Hold	5,260	–	–	0.21%	167
2016 Q4	$488K	Hold	5,260	–	–	0.22%	155
2016 Q3	$467K	Hold	5,260	–	–	0.22%	161
2016 Q2	$399K	Hold	5,260	–	–	0.19%	185
2016 Q1	$403K	Hold	5,260	–	–	0.2%	169
2015 Q4	$357K	Hold	5,260	–	–	0.17%	192
2015 Q3	$344K	Sell	5,260 -85	-2%	-$6.5K	0.18%	189
2015 Q2	$453K	Hold	5,345	–	–	0.22%	169
2015 Q1	$428K	Sell	5,345 -284	-5%	-$23.6K	0.21%	175
2014 Q4	$515K	Sell	5,629 -46	-0.8%	-$4.48K	0.24%	159
2014 Q3	$562K	Sell	5,675 -40	-0.7%	-$4.24K	0.27%	143
2014 Q2	$621K	Hold	5,715	–	–	0.29%	132
2014 Q1	$568K	Hold	5,715	–	–	0.28%	138
2013 Q4	$519K	Sell	5,715 -25	-0.4%	-$2.13K	0.26%	147
2013 Q3	$479K	Sell	5,740 -360	-6%	-$30.4K	0.27%	143
2013 Q2	$503K	Buy	+6,100	New	+$519K	0.29%	138

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American National Registered Investment Advisor's CAT Position: Q1 2022 in Review

American National Registered Investment Advisor reduced its Caterpillar (CAT) stake by 4.1% in Q1 2022, selling an estimated $32.9K and leaving 3,696 shares worth $824K. The position accounts for 0.29% of the portfolio, ranked #94.

American National Registered Investment Advisor first reported a position in CAT in Q2 2013 and has held it in 36 quarters since. The position peaked at $911K in Q1 2021. 2,174 funds tracked by Wall St. Rank hold CAT as of Q1 2022.

American National Registered Investment Advisor held 3,696 shares of Caterpillar worth $824K as of Q1 2022.
American National Registered Investment Advisor sold 157 Caterpillar shares in Q1 2022, an estimated $32.9K.
Caterpillar made up 0.29% of American National Registered Investment Advisor's portfolio in Q1 2022, its #94 holding.
American National Registered Investment Advisor first reported a position in Caterpillar in Q2 2013 and has held it in 36 quarters since.
American National Registered Investment Advisor's Caterpillar position peaked at $911K in Q1 2021.
2,174 funds tracked by Wall St. Rank held Caterpillar as of Q1 2022.

Based on American National Registered Investment Advisor's 13F filing for Q1 2022, filed 13 May 2022.