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Arlington Financial Advisors’s Caterpillar CAT Stock Holding History

Arlington Financial Advisors’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
2024
Q1 		– Sell
-1,336
Closed -$395K – 77
2023
Q4 		$395K Buy
+1,336
New +$347K 0.12% 65
2022
Q1 		– Sell
-975
Closed -$202K – 56
2021
Q4 		$202K Buy
+975
New +$196K 0.07% 78

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arlington Financial Advisors's CAT Position: Q1 2024 in Review

Arlington Financial Advisors sold out of Caterpillar (CAT) in Q1 2024, closing a stake of 1,336 shares — an estimated $395K sold.

Arlington Financial Advisors first reported a position in CAT in Q4 2021 and held it in 2 quarters. The position peaked at $395K in Q4 2023. 2,709 funds tracked by Wall St. Rank hold CAT as of Q1 2024.

  • Arlington Financial Advisors reported no remaining Caterpillar position as of Q1 2024 after selling out during the quarter.
  • Arlington Financial Advisors sold 1,336 Caterpillar shares in Q1 2024, an estimated $395K.
  • Arlington Financial Advisors first reported a position in Caterpillar in Q4 2021 and held it in 2 quarters.
  • Arlington Financial Advisors's Caterpillar position peaked at $395K in Q4 2023.
  • 2,709 funds tracked by Wall St. Rank held Caterpillar as of Q1 2024.

Based on Arlington Financial Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.