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 $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Gates Foundation Trust

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return