Column Capital Advisors’s Caterpillar CAT Stock Holding History

Column Capital Advisors’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
2023 Q3	$87.4K	Sell	320 -6	-2%	-$1.63K	0.01%	246
2023 Q2	$80.2K	Sell	326 -8	-2%	-$1.78K	0.01%	256
2023 Q1	$76.4K	Sell	334 -9	-3%	-$2.18K	0.01%	263
2022 Q4	$82.2K	Hold	343	–	–	0.01%	232
2022 Q3	$56K	Hold	343	–	–	0.01%	257
2022 Q2	$61K	Hold	343	–	–	0.01%	247
2022 Q1	$76K	Sell	343 -7	-2%	-$1.47K	0.01%	236
2021 Q4	$72K	Buy	350 +111	+46%	+$22.4K	0.01%	245
2021 Q3	$46K	Sell	239 -1	-0.4%	-$208	0.01%	280
2021 Q2	$52K	Sell	240 -9	-4%	-$2.08K	0.01%	268
2021 Q1	$58K	Sell	249 -18	-7%	-$3.73K	0.01%	247
2020 Q4	$49K	Hold	267	–	–	0.01%	274
2020 Q3	$40K	Sell	267 -10	-4%	-$1.41K	0.01%	277
2020 Q2	$35K	Sell	277 -3	-1%	-$356	0.01%	296
2020 Q1	$32K	Hold	280	–	–	0.01%	255
2019 Q4	$41K	Buy	+280	New	+$39.1K	0.02%	270

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Column Capital Advisors's CAT Position: Q3 2023 in Review

Column Capital Advisors reduced its Caterpillar (CAT) stake by 1.8% in Q3 2023, selling an estimated $1.63K and leaving 320 shares worth $87.4K. The position accounts for 0.01% of the portfolio, ranked #246.

Column Capital Advisors first reported a position in CAT in Q4 2019 and has held it in 16 quarters since. 2,403 funds tracked by Wall St. Rank hold CAT as of Q3 2023.

Column Capital Advisors held 320 shares of Caterpillar worth $87.4K as of Q3 2023.
Column Capital Advisors sold 6 Caterpillar shares in Q3 2023, an estimated $1.63K.
Caterpillar made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #246 holding.
Column Capital Advisors first reported a position in Caterpillar in Q4 2019 and has held it in 16 quarters since.
2,403 funds tracked by Wall St. Rank held Caterpillar as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.