Antonetti Capital Management’s Caterpillar CAT Stock Holding History

Antonetti Capital Management’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 Q3	$31.7K	Buy	116 +1	+0.9%	+$271	0.05%	128
2023 Q2	$28.3K	Hold	115	–	–	0.04%	137
2023 Q1	$26.3K	Hold	115	–	–	0.04%	149
2022 Q4	$27.5K	Hold	115	–	–	0.04%	142
2022 Q3	$19K	Hold	115	–	–	0.02%	169
2022 Q2	$21K	Hold	115	–	–	0.02%	169
2022 Q1	$26K	Sell	115 -75	-39%	-$15.7K	0.02%	181
2021 Q4	$39K	Hold	190	–	–	0.03%	182
2021 Q3	$36K	Buy	+190	New	+$39.6K	0.03%	183
2014 Q3	$1K	Hold	10	–	–	﹤0.01%	101
2014 Q2	$1K	Sell	10 -25	-71%	-$2.62K	﹤0.01%	201
2014 Q1	$3K	Sell	35 -770	-96%	-$72.6K	﹤0.01%	197
2013 Q4	$73K	Sell	805 -955	-54%	-$81.5K	0.07%	101
2013 Q3	$147K	Hold	1,760	–	–	0.15%	94
2013 Q2	$145K	Buy	+1,760	New	+$150K	0.16%	89

Other funds holding CAT

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Antonetti Capital Management's CAT Position: Q3 2023 in Review

Antonetti Capital Management increased its Caterpillar (CAT) stake by 0.87% in Q3 2023, buying an estimated $271 and bringing the position to 116 shares worth $31.7K. The position accounts for 0.05% of the portfolio, ranked #128.

Antonetti Capital Management first reported a position in CAT in Q2 2013 and has held it in 15 quarters since. The position peaked at $147K in Q3 2013. 2,403 funds tracked by Wall St. Rank hold CAT as of Q3 2023.

Antonetti Capital Management held 116 shares of Caterpillar worth $31.7K as of Q3 2023.
Antonetti Capital Management bought 1 Caterpillar share in Q3 2023, an estimated $271.
Caterpillar made up 0.05% of Antonetti Capital Management's portfolio in Q3 2023, its #128 holding.
Antonetti Capital Management first reported a position in Caterpillar in Q2 2013 and has held it in 15 quarters since.
Antonetti Capital Management's Caterpillar position peaked at $147K in Q3 2013.
2,403 funds tracked by Wall St. Rank held Caterpillar as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.