Cadence Bank NA’s Caterpillar CAT Stock Holding History

Cadence Bank NA’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	–	Sell	-1,284	Closed	-$280K	–	218
2021 Q2	$280K	Sell	1,284 -192	-13%	-$44.3K	0.08%	181
2021 Q1	$342K	Buy	+1,476	New	+$306K	0.11%	157
2016 Q4	–	Sell	-2,362	Closed	-$210K	–	133
2016 Q3	$210K	Buy	+2,362	New	+$193K	0.09%	124
2015 Q1	–	Sell	-2,496	Closed	-$229K	–	164
2014 Q4	$229K	Hold	2,496	–	–	0.12%	141
2014 Q3	$247K	Sell	2,496 -159	-6%	-$16.9K	0.13%	138
2014 Q2	$288K	Sell	2,655 -177	-6%	-$18.6K	0.15%	122
2014 Q1	$282K	Hold	2,832	–	–	0.17%	107
2013 Q4	$258K	Sell	2,832 -1,308	-32%	-$112K	0.14%	128
2013 Q3	$345K	Sell	4,140 -1,681	-29%	-$142K	0.21%	93
2013 Q2	$480K	Buy	+5,821	New	+$495K	0.26%	70

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

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

Cadence Bank NA's CAT Position: Q3 2021 in Review

Cadence Bank NA sold out of Caterpillar (CAT) in Q3 2021, closing a stake of 1,284 shares — an estimated $280K sold.

Cadence Bank NA first reported a position in CAT in Q2 2013 and held it in 10 quarters. The position peaked at $480K in Q2 2013. 1,938 funds tracked by Wall St. Rank hold CAT as of Q3 2021.

Cadence Bank NA reported no remaining Caterpillar position as of Q3 2021 after selling out during the quarter.
Cadence Bank NA sold 1,284 Caterpillar shares in Q3 2021, an estimated $280K.
Cadence Bank NA first reported a position in Caterpillar in Q2 2013 and held it in 10 quarters.
Cadence Bank NA's Caterpillar position peaked at $480K in Q2 2013.
1,938 funds tracked by Wall St. Rank held Caterpillar as of Q3 2021.

Based on Cadence Bank NA's 13F filing for Q3 2021, filed 22 Oct 2021.