BBL
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Beck Bode LLC’s Caterpillar CAT Stock Holding History

Beck Bode LLC’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
Q4 		– Sell
-13,474
Closed -$3.68M – 127
2023
Q3 		$3.68M Buy
13,474
+612
+5% +$166K 0.94% 39
2023
Q2 		$3.16M Buy
12,862
+2,799
+28% +$624K 0.77% 45
2023
Q1 		$2.3M Buy
10,063
+6,659
+196% +$1.61M 0.57% 61
2022
Q4 		$815K Buy
3,404
+774
+29% +$168K 0.18% 104
2022
Q3 		$432K Buy
2,630
+365
+16% +$66.7K 0.09% 136
2022
Q2 		$405K Buy
2,265
+393
+21% +$82.8K 0.09% 139
2022
Q1 		$417K Buy
+1,872
New +$393K 0.09% 112

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State Farm Mutual Automobile Insurance
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Morgan Stanley
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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return