CCC
CAT icon

Crescent Capital Consulting’s Caterpillar CAT Stock Holding History

Crescent Capital Consulting’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
Q4 		$2.04M Sell
9,886
-75
-0.8% -$15.1K 0.34% 70
2021
Q3 		$1.91M Buy
9,961
+100
+1% +$20.8K 0.35% 67
2021
Q2 		$2.15M Hold
9,861
– – 0.4% 60
2021
Q1 		$2.29M Buy
9,861
+2,015
+26% +$417K 0.5% 54
2020
Q4 		$1.43M Buy
+7,846
New +$1.33M 0.37% 64

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Crescent Capital Consulting's CAT Position: Q4 2021 in Review

Crescent Capital Consulting reduced its Caterpillar (CAT) stake by 0.75% in Q4 2021, selling an estimated $15.1K and leaving 9,886 shares worth $2.04M. The position accounts for 0.34% of the portfolio, ranked #70.

Crescent Capital Consulting first reported a position in CAT in Q4 2020 and has held it in 5 quarters since. The position peaked at $2.29M in Q1 2021. 2,157 funds tracked by Wall St. Rank hold CAT as of Q4 2021.

  • Crescent Capital Consulting held 9,886 shares of Caterpillar worth $2.04M as of Q4 2021.
  • Crescent Capital Consulting sold 75 Caterpillar shares in Q4 2021, an estimated $15.1K.
  • Caterpillar made up 0.34% of Crescent Capital Consulting's portfolio in Q4 2021, its #70 holding.
  • Crescent Capital Consulting first reported a position in Caterpillar in Q4 2020 and has held it in 5 quarters since.
  • Crescent Capital Consulting's Caterpillar position peaked at $2.29M in Q1 2021.
  • 2,157 funds tracked by Wall St. Rank held Caterpillar as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.