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Cascadia Advisory Services’s Caterpillar CAT Stock Holding History

Cascadia Advisory Services’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
Q2 		– Sell
-897
Closed -$208K – 242
2021
Q1 		$208K Buy
+897
New +$186K 0.05% 219

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BlackRock
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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Cascadia Advisory Services's CAT Position: Q2 2021 in Review

Cascadia Advisory Services sold out of Caterpillar (CAT) in Q2 2021, closing a stake of 897 shares — an estimated $208K sold.

Cascadia Advisory Services first reported a position in CAT in Q1 2021 and held it in 1 quarter. The position peaked at $208K in Q1 2021. 2,023 funds tracked by Wall St. Rank hold CAT as of Q2 2021.

  • Cascadia Advisory Services reported no remaining Caterpillar position as of Q2 2021 after selling out during the quarter.
  • Cascadia Advisory Services sold 897 Caterpillar shares in Q2 2021, an estimated $208K.
  • Cascadia Advisory Services first reported a position in Caterpillar in Q1 2021 and held it in 1 quarter.
  • Cascadia Advisory Services's Caterpillar position peaked at $208K in Q1 2021.
  • 2,023 funds tracked by Wall St. Rank held Caterpillar as of Q2 2021.

Based on Cascadia Advisory Services's 13F filing for Q2 2021, filed 11 Aug 2021.