Carroll Investors’s Caterpillar CAT Stock Holding History

Carroll Investors’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	-220	Closed	-$49K	–	51
2022 Q1	$49K	Hold	220	–	–	0.03%	75
2021 Q4	$45K	Buy	+220	New	+$44.3K	0.03%	99

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carroll Investors's CAT Position: Q2 2022 in Review

Carroll Investors sold out of Caterpillar (CAT) in Q2 2022, closing a stake of 220 shares — an estimated $49K sold.

Carroll Investors first reported a position in CAT in Q4 2021 and held it in 2 quarters. The position peaked at $49K in Q1 2022. 2,072 funds tracked by Wall St. Rank hold CAT as of Q2 2022.

Carroll Investors reported no remaining Caterpillar position as of Q2 2022 after selling out during the quarter.
Carroll Investors sold 220 Caterpillar shares in Q2 2022, an estimated $49K.
Carroll Investors first reported a position in Caterpillar in Q4 2021 and held it in 2 quarters.
Carroll Investors's Caterpillar position peaked at $49K in Q1 2022.
2,072 funds tracked by Wall St. Rank held Caterpillar as of Q2 2022.

Based on Carroll Investors's 13F filing for Q2 2022, filed 26 Jul 2022.