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Boston Common Asset Management’s Caterpillar CAT Stock Holding History

Boston Common Asset Management’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
-1,881
Closed -$451K – 308
2022
Q4 		$451K Buy
1,881
+34
+2% +$7.4K 0.02% 203
2022
Q3 		$303K Sell
1,847
-3
-0.2% -$548 0.02% 234
2022
Q2 		$331K Buy
1,850
+153
+9% +$32.2K 0.02% 232
2022
Q1 		$378K Sell
1,697
-202
-11% -$42.4K 0.02% 227
2021
Q4 		$393K Buy
1,899
+79
+4% +$15.9K 0.02% 223
2021
Q3 		$349K Buy
1,820
+8
+0.4% +$1.67K 0.02% 226
2021
Q2 		$394K Buy
1,812
+135
+8% +$31.2K 0.02% 226
2021
Q1 		$389K Buy
1,677
+21
+1% +$4.35K 0.02% 220
2020
Q4 		$301K Buy
+1,656
New +$281K 0.02% 219

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Common Asset Management's CAT Position: Q1 2023 in Review

Boston Common Asset Management sold out of Caterpillar (CAT) in Q1 2023, closing a stake of 1,881 shares — an estimated $451K sold.

Boston Common Asset Management first reported a position in CAT in Q4 2020 and held it in 9 quarters. The position peaked at $451K in Q4 2022. 2,278 funds tracked by Wall St. Rank hold CAT as of Q1 2023.

  • Boston Common Asset Management reported no remaining Caterpillar position as of Q1 2023 after selling out during the quarter.
  • Boston Common Asset Management sold 1,881 Caterpillar shares in Q1 2023, an estimated $451K.
  • Boston Common Asset Management first reported a position in Caterpillar in Q4 2020 and held it in 9 quarters.
  • Boston Common Asset Management's Caterpillar position peaked at $451K in Q4 2022.
  • 2,278 funds tracked by Wall St. Rank held Caterpillar as of Q1 2023.

Based on Boston Common Asset Management's 13F filing for Q1 2023, filed 17 May 2023.