Boaz Weinstein’s Caterpillar CAT Stock Holding History

Boaz Weinstein’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
2022 Q4	–	Sell	-40,919	Closed	-$8.91M	–	925
2022 Q3	$6.71M	Buy	40,919 +11,136	+37%	+$2.03M	0.08%	459
2022 Q2	$5.32M	Buy	+29,783	New	+$6.28M	0.06%	504

Other funds holding CAT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boaz Weinstein's CAT Position: Q4 2022 in Review

Boaz Weinstein sold out of Caterpillar (CAT) in Q4 2022, closing a stake of 40,919 shares — an estimated $8.91M sold.

Boaz Weinstein first reported a position in CAT in Q2 2022 and held it in 2 quarters. The position peaked at $6.71M in Q3 2022. 2,284 funds tracked by Wall St. Rank hold CAT as of Q4 2022.

Boaz Weinstein reported no remaining Caterpillar position as of Q4 2022 after selling out during the quarter.
Boaz Weinstein sold 40,919 Caterpillar shares in Q4 2022, an estimated $8.91M.
Boaz Weinstein first reported a position in Caterpillar in Q2 2022 and held it in 2 quarters.
Boaz Weinstein's Caterpillar position peaked at $6.71M in Q3 2022.
2,284 funds tracked by Wall St. Rank held Caterpillar as of Q4 2022.

Based on Saba Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.