CCM
CAT icon

Carderock Capital Management’s Caterpillar CAT Stock Holding History

Carderock Capital 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
2021
Q4 		– Sell
-50
Closed -$10K – 89
2021
Q3 		$10K Buy
+50
New +$10.4K ﹤0.01% 134

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Carderock Capital Management's CAT Position: Q4 2021 in Review

Carderock Capital Management sold out of Caterpillar (CAT) in Q4 2021, closing a stake of 50 shares — an estimated $10K sold.

Carderock Capital Management first reported a position in CAT in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 2,157 funds tracked by Wall St. Rank hold CAT as of Q4 2021.

  • Carderock Capital Management reported no remaining Caterpillar position as of Q4 2021 after selling out during the quarter.
  • Carderock Capital Management sold 50 Caterpillar shares in Q4 2021, an estimated $10K.
  • Carderock Capital Management first reported a position in Caterpillar in Q3 2021 and held it in 1 quarter.
  • Carderock Capital Management's Caterpillar position peaked at $10K in Q3 2021.
  • 2,157 funds tracked by Wall St. Rank held Caterpillar as of Q4 2021.

Based on Carderock Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.