COWA LLC’s Caterpillar CAT Stock Holding History

COWA LLC’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 Q4	–	Sell	-200	Closed	-$33K	–	152
2022 Q3	$33K	Buy	+200	New	+$36.5K	0.02%	214

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

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

COWA LLC's CAT Position: Q4 2022 in Review

COWA LLC sold out of Caterpillar (CAT) in Q4 2022, closing a stake of 200 shares — an estimated $33K sold.

COWA LLC first reported a position in CAT in Q3 2022 and held it in 1 quarter. The position peaked at $33K in Q3 2022. 2,283 funds tracked by Wall St. Rank hold CAT as of Q4 2022.

COWA LLC reported no remaining Caterpillar position as of Q4 2022 after selling out during the quarter.
COWA LLC sold 200 Caterpillar shares in Q4 2022, an estimated $33K.
COWA LLC first reported a position in Caterpillar in Q3 2022 and held it in 1 quarter.
COWA LLC's Caterpillar position peaked at $33K in Q3 2022.
2,283 funds tracked by Wall St. Rank held Caterpillar as of Q4 2022.

Based on COWA LLC's 13F filing for Q4 2022, filed 27 Jan 2023.