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Coppell Advisory Solutions Corp’s Caterpillar CAT Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		– Sell
-358
Closed -$85.8K – 335
2022
Q4 		$85.8K Buy
+358
New +$77.9K 0.03% 234

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BlackRock
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coppell Advisory Solutions Corp's CAT Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Caterpillar (CAT) in Q1 2023, closing a stake of 358 shares — an estimated $85.8K sold.

Coppell Advisory Solutions Corp first reported a position in CAT in Q4 2022 and held it in 1 quarter. The position peaked at $85.8K in Q4 2022. 2,279 funds tracked by Wall St. Rank hold CAT as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Caterpillar position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 358 Caterpillar shares in Q1 2023, an estimated $85.8K.
  • Coppell Advisory Solutions Corp first reported a position in Caterpillar in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Caterpillar position peaked at $85.8K in Q4 2022.
  • 2,279 funds tracked by Wall St. Rank held Caterpillar as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.