Belvedere Trading’s Caterpillar CAT Stock Holding History

Belvedere Trading’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 Q1	–	Sell	-1,300	Closed	-$311K	–	988
2022 Q4	$311K	Buy	+1,300	New	+$283K	﹤0.01%	213

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Belvedere Trading's CAT Position: Q1 2015 in Review

Belvedere Trading sold out of Caterpillar (CAT) in Q1 2015, closing a stake of 13,645 shares — an estimated $1.25M sold.

Belvedere Trading first reported a position in CAT in Q4 2014 and held it in 1 quarter. The position peaked at $1.25M in Q4 2014. 1,115 funds tracked by Wall St. Rank hold CAT as of Q1 2015.

Belvedere Trading reported no remaining Caterpillar position as of Q1 2015 after selling out during the quarter.
Belvedere Trading sold 13,645 Caterpillar shares in Q1 2015, an estimated $1.25M.
Belvedere Trading first reported a position in Caterpillar in Q4 2014 and held it in 1 quarter.
Belvedere Trading's Caterpillar position peaked at $1.25M in Q4 2014.
1,115 funds tracked by Wall St. Rank held Caterpillar as of Q1 2015.

Based on Belvedere Trading's 13F filing for Q1 2015, filed 14 May 2015.