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Baron Financial Group’s Caterpillar CAT Stock Holding History

Baron Financial Group’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
-350
Closed -$62.6K – 73
2022
Q2 		$62.6K Hold
350
– – 0.04% 76
2022
Q1 		$78K Hold
350
– – 0.05% 73
2021
Q4 		$72.4K Hold
350
– – 0.04% 79
2021
Q3 		$67.2K Hold
350
– – 0.04% 78
2021
Q2 		$76.2K Sell
350
-50
-13% -$11.5K 0.05% 75
2021
Q1 		$92.7K Buy
400
+50
+14% +$10.4K 0.06% 72
2020
Q4 		$63.7K Hold
350
– – 0.05% 80
2020
Q3 		$52.2K Buy
+350
New +$49.2K 0.05% 82

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

Baron Financial Group's CAT Position: Q3 2022 in Review

Baron Financial Group sold out of Caterpillar (CAT) in Q3 2022, closing a stake of 350 shares — an estimated $62.6K sold.

Baron Financial Group first reported a position in CAT in Q3 2020 and held it in 8 quarters. The position peaked at $92.7K in Q1 2021. 1,988 funds tracked by Wall St. Rank hold CAT as of Q3 2022.

  • Baron Financial Group reported no remaining Caterpillar position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 350 Caterpillar shares in Q3 2022, an estimated $62.6K.
  • Baron Financial Group first reported a position in Caterpillar in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's Caterpillar position peaked at $92.7K in Q1 2021.
  • 1,988 funds tracked by Wall St. Rank held Caterpillar as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.