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Bel Air Investment Advisors’s Caterpillar CAT Stock Holding History

Bel Air Investment 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
2021
Q2 		$311K Sell
1,431
-1,330
-48% -$307K 0.01% 313
2021
Q1 		$640K Buy
+2,761
New +$572K 0.02% 242

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Bel Air Investment Advisors's CAT Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its Caterpillar (CAT) stake by 48% in Q2 2021, selling an estimated $307K and leaving 1,431 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #313.

Bel Air Investment Advisors first reported a position in CAT in Q1 2021 and has held it in 2 quarters since. The position peaked at $640K in Q1 2021. 2,022 funds tracked by Wall St. Rank hold CAT as of Q2 2021.

  • Bel Air Investment Advisors held 1,431 shares of Caterpillar worth $311K as of Q2 2021.
  • Bel Air Investment Advisors sold 1,330 Caterpillar shares in Q2 2021, an estimated $307K.
  • Caterpillar made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #313 holding.
  • Bel Air Investment Advisors first reported a position in Caterpillar in Q1 2021 and has held it in 2 quarters since.
  • Bel Air Investment Advisors's Caterpillar position peaked at $640K in Q1 2021.
  • 2,022 funds tracked by Wall St. Rank held Caterpillar as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.