AC
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Arjuna Capital’s Caterpillar CAT Stock Holding History

Arjuna Capital’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
Q3 		– Sell
-5,985
Closed -$1.07M – 94
2022
Q2 		$1.07M Buy
+5,985
New +$1.26M 0.52% 52
2021
Q3 		– Sell
-4,246
Closed -$924K – 110
2021
Q2 		$924K Buy
4,246
+85
+2% +$19.6K 0.4% 73
2021
Q1 		$965K Buy
4,161
+135
+3% +$27.9K 0.47% 63
2020
Q4 		$733K Buy
4,026
+149
+4% +$25.3K 0.41% 70
2020
Q3 		$578K Buy
3,877
+33
+0.9% +$4.64K 0.36% 66
2020
Q2 		$486K Buy
3,844
+102
+3% +$12.1K 0.34% 71
2020
Q1 		$434K Sell
3,742
-1
-0% -$128 0.36% 63
2019
Q4 		$553K Buy
+3,743
New +$522K 0.4% 70
2018
Q4 		– Sell
-3,871
Closed -$590K – 91
2018
Q3 		$590K Sell
3,871
-767
-17% -$108K 0.44% 67
2018
Q2 		$629K Buy
4,638
+8
+0.2% +$1.2K 0.51% 60
2018
Q1 		$682K Buy
4,630
+595
+15% +$94K 0.58% 55
2017
Q4 		$636K Buy
+4,035
New +$560K 0.6% 52

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arjuna Capital's CAT Position: Q3 2022 in Review

Arjuna Capital sold out of Caterpillar (CAT) in Q3 2022, closing a stake of 5,985 shares — an estimated $1.07M sold.

Arjuna Capital first reported a position in CAT in Q4 2017 and held it in 12 quarters. The position peaked at $1.07M in Q2 2022. 1,988 funds tracked by Wall St. Rank hold CAT as of Q3 2022.

  • Arjuna Capital reported no remaining Caterpillar position as of Q3 2022 after selling out during the quarter.
  • Arjuna Capital sold 5,985 Caterpillar shares in Q3 2022, an estimated $1.07M.
  • Arjuna Capital first reported a position in Caterpillar in Q4 2017 and held it in 12 quarters.
  • Arjuna Capital's Caterpillar position peaked at $1.07M in Q2 2022.
  • 1,988 funds tracked by Wall St. Rank held Caterpillar as of Q3 2022.

Based on Arjuna Capital's 13F filing for Q3 2022, filed 1 Nov 2022.