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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
2023
Q1 		– Sell
-50,000
Closed -$12M – 769
2022
Q4 		$12M Hold
50,000
– – 0.16% 213
2022
Q3 		$8.2M Hold
50,000
– – 0.09% 401
2022
Q2 		$8.94M Buy
+50,000
New +$10.5M 0.1% 365

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 $3.37T AUM 44.26% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
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.