CCP
CAT icon

Cardan Capital Partners’s Caterpillar CAT Stock Holding History

Cardan Capital Partners’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 		$230K Hold
1,200
– – 0.03% 223
2021
Q2 		$261K Hold
1,200
– – 0.03% 221
2021
Q1 		$278K Sell
1,200
-1
-0.1% -$207 0.03% 192
2020
Q4 		$219K Buy
+1,201
New +$204K 0.03% 212

Other funds holding CAT

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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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cardan Capital Partners's CAT Position: Q3 2021 in Review

Cardan Capital Partners held its Caterpillar (CAT) position steady in Q3 2021 at 1,200 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #223.

Cardan Capital Partners first reported a position in CAT in Q4 2020 and has held it in 4 quarters since. The position peaked at $278K in Q1 2021. 1,938 funds tracked by Wall St. Rank hold CAT as of Q3 2021.

  • Cardan Capital Partners held 1,200 shares of Caterpillar worth $230K as of Q3 2021.
  • Cardan Capital Partners left its Caterpillar share count unchanged in Q3 2021.
  • Caterpillar made up 0.03% of Cardan Capital Partners's portfolio in Q3 2021, its #223 holding.
  • Cardan Capital Partners first reported a position in Caterpillar in Q4 2020 and has held it in 4 quarters since.
  • Cardan Capital Partners's Caterpillar position peaked at $278K in Q1 2021.
  • 1,938 funds tracked by Wall St. Rank held Caterpillar as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.