Ameritas Investment Company’s Caterpillar CAT Stock Holding History

Ameritas Investment Company’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 Q3	$3.56M	Buy	18,518 +8,074	+77%	+$1.68M	0.16%	108
2021 Q2	$4M	Buy	10,444 +3,096	+42%	+$715K	0.19%	81
2021 Q1	$1.7M	Sell	7,348 -9,549	-57%	-$1.98M	0.15%	142
2020 Q4	$3.07M	Buy	16,897 +4,201	+33%	+$712K	0.6%	33
2020 Q3	$1.61M	Hold	12,696	–	–	0.5%	43
2020 Q2	$1.61M	Sell	12,696 -3,713	-23%	-$440K	0.46%	45
2020 Q1	$1.9M	Buy	16,409 +2,646	+19%	+$338K	0.3%	59
2019 Q4	$2.03M	Sell	13,763 -489	-3%	-$68.2K	0.43%	46
2019 Q3	$1.84M	Buy	14,252 +10,500	+280%	+$1.33M	0.37%	50
2019 Q2	$511K	Sell	3,752 -4,771	-56%	-$630K	0.24%	91
2019 Q1	$1.16M	Buy	+8,523	New	+$1.13M	0.21%	92

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Ameritas Investment Company's CAT Position: Q3 2021 in Review

Ameritas Investment Company increased its Caterpillar (CAT) stake by 77% in Q3 2021, buying an estimated $1.68M and bringing the position to 18,518 shares worth $3.56M. The position accounts for 0.16% of the portfolio, ranked #108.

Ameritas Investment Company first reported a position in CAT in Q1 2019 and has held it in 11 quarters since. The position peaked at $4M in Q2 2021. 1,938 funds tracked by Wall St. Rank hold CAT as of Q3 2021.

Ameritas Investment Company held 18,518 shares of Caterpillar worth $3.56M as of Q3 2021.
Ameritas Investment Company bought 8,074 Caterpillar shares in Q3 2021, an estimated $1.68M.
Caterpillar made up 0.16% of Ameritas Investment Company's portfolio in Q3 2021, its #108 holding.
Ameritas Investment Company first reported a position in Caterpillar in Q1 2019 and has held it in 11 quarters since.
Ameritas Investment Company's Caterpillar position peaked at $4M in Q2 2021.
1,938 funds tracked by Wall St. Rank held Caterpillar as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.