Berman Capital Advisors’s Caterpillar CAT Stock Holding History

Berman Capital 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 Q3	$628K	Buy	3,274 +274	+9%	+$57.1K	0.1%	108
2021 Q2	$652K	Buy	3,000 +385	+15%	+$88.9K	0.1%	95
2021 Q1	$606K	Buy	2,615 +315	+14%	+$65.2K	0.13%	87
2020 Q4	$418K	Buy	2,300 +211	+10%	+$35.8K	0.1%	98
2020 Q3	$310K	Buy	2,089 +1,609	+335%	+$226K	0.09%	97
2020 Q2	$60K	Sell	480 -73	-13%	-$8.65K	0.02%	292
2020 Q1	$63K	Buy	553 +185	+50%	+$23.6K	0.02%	255
2019 Q4	$54K	Buy	368 +24	+7%	+$3.35K	0.02%	314
2019 Q3	$43K	Sell	344 -234	-40%	-$29.7K	0.01%	334
2019 Q2	$78K	Sell	578 -165	-22%	-$21.8K	0.02%	241
2019 Q1	$100K	Buy	743 +250	+51%	+$33.2K	0.03%	195
2018 Q4	$61K	Buy	+493	New	+$64.1K	0.02%	233

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Berman Capital Advisors's CAT Position: Q3 2021 in Review

Berman Capital Advisors increased its Caterpillar (CAT) stake by 9.1% in Q3 2021, buying an estimated $57.1K and bringing the position to 3,274 shares worth $628K. The position accounts for 0.1% of the portfolio, ranked #108.

Berman Capital Advisors first reported a position in CAT in Q4 2018 and has held it in 12 quarters since. The position peaked at $652K in Q2 2021. 1,938 funds tracked by Wall St. Rank hold CAT as of Q3 2021.

Berman Capital Advisors held 3,274 shares of Caterpillar worth $628K as of Q3 2021.
Berman Capital Advisors bought 274 Caterpillar shares in Q3 2021, an estimated $57.1K.
Caterpillar made up 0.1% of Berman Capital Advisors's portfolio in Q3 2021, its #108 holding.
Berman Capital Advisors first reported a position in Caterpillar in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Caterpillar position peaked at $652K in Q2 2021.
1,938 funds tracked by Wall St. Rank held Caterpillar as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.