Capital Directions Investment Advisors’s Caterpillar CAT Stock Holding History

Capital Directions Investment 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
2022 Q4	$222K	Buy	+928	New	+$202K	0.08%	56
2022 Q3	–	Sell	-928	Closed	-$170K	–	73
2022 Q2	$166K	Hold	928	–	–	0.06%	74
2022 Q1	$207K	Buy	+928	New	+$195K	0.06%	70
2021 Q4	–	Sell	-928	Closed	-$178K	–	86
2021 Q3	$178K	Hold	928	–	–	0.05%	67
2021 Q2	$202K	Buy	+928	New	+$214K	0.06%	64
2021 Q1	–	Sell	-1,228	Closed	-$224K	–	211
2020 Q4	$224K	Hold	1,228	–	–	0.08%	56
2020 Q3	$183K	Buy	+1,228	New	+$173K	0.07%	57
2020 Q2	–	Sell	-1,228	Closed	-$142K	–	210
2020 Q1	$142K	Hold	1,228	–	–	0.06%	65
2019 Q4	$181K	Hold	1,228	–	–	0.06%	69
2019 Q3	$155K	Buy	+1,228	New	+$156K	0.05%	70
2018 Q3	–	Sell	-28	Closed	-$4K	–	158
2018 Q2	$4K	Buy	+28	New	+$4.18K	﹤0.01%	133

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

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Directions Investment Advisors's CAT Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Caterpillar (CAT) in Q4 2022: 928 shares worth $222K. The stake represents 0.08% of the portfolio and ranks #56 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in CAT as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in CAT in Q2 2018 and has held it in 11 quarters since. The position peaked at $224K in Q4 2020. 2,284 funds tracked by Wall St. Rank hold CAT as of Q4 2022.

Capital Directions Investment Advisors held 928 shares of Caterpillar worth $222K as of Q4 2022.
Caterpillar was a new Capital Directions Investment Advisors position in Q4 2022.
Caterpillar made up 0.08% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #56 holding.
Capital Directions Investment Advisors first reported a position in Caterpillar in Q2 2018 and has held it in 11 quarters since.
Capital Directions Investment Advisors's Caterpillar position peaked at $224K in Q4 2020.
2,284 funds tracked by Wall St. Rank held Caterpillar as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.