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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

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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Beck Bode LLC's CAT Position: Q4 2023 in Review

Beck Bode LLC sold out of Caterpillar (CAT) in Q4 2023, closing a stake of 13,474 shares — an estimated $3.68M sold.

Beck Bode LLC first reported a position in CAT in Q1 2022 and held it in 7 quarters. The position peaked at $3.68M in Q3 2023. 2,580 funds tracked by Wall St. Rank hold CAT as of Q4 2023.

  • Beck Bode LLC reported no remaining Caterpillar position as of Q4 2023 after selling out during the quarter.
  • Beck Bode LLC sold 13,474 Caterpillar shares in Q4 2023, an estimated $3.68M.
  • Beck Bode LLC first reported a position in Caterpillar in Q1 2022 and held it in 7 quarters.
  • Beck Bode LLC's Caterpillar position peaked at $3.68M in Q3 2023.
  • 2,580 funds tracked by Wall St. Rank held Caterpillar as of Q4 2023.

Based on Beck Bode LLC's 13F filing for Q4 2023, filed 5 Feb 2024.