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Carl Stuart Investment Advisor’s Caterpillar CAT Stock Holding History

Carl Stuart Investment Advisor’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
Q2 		– Sell
-500
Closed -$111K – 35
2022
Q1 		$111K Buy
+500
New +$105K 0.08% 41

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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Carl Stuart Investment Advisor's CAT Position: Q2 2022 in Review

Carl Stuart Investment Advisor sold out of Caterpillar (CAT) in Q2 2022, closing a stake of 500 shares — an estimated $111K sold.

Carl Stuart Investment Advisor first reported a position in CAT in Q1 2022 and held it in 1 quarter. The position peaked at $111K in Q1 2022. 2,075 funds tracked by Wall St. Rank hold CAT as of Q2 2022.

  • Carl Stuart Investment Advisor reported no remaining Caterpillar position as of Q2 2022 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 500 Caterpillar shares in Q2 2022, an estimated $111K.
  • Carl Stuart Investment Advisor first reported a position in Caterpillar in Q1 2022 and held it in 1 quarter.
  • Carl Stuart Investment Advisor's Caterpillar position peaked at $111K in Q1 2022.
  • 2,075 funds tracked by Wall St. Rank held Caterpillar as of Q2 2022.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2022, filed 11 Aug 2022.