CC
CAT icon

Criteria Caixa’s Caterpillar CAT Stock Holding History

Criteria Caixa’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
Q2 		– Sell
-163,528
Closed -$36.4M – 48
2022
Q1 		$36.4M Buy
163,528
+1,025
+0.6% +$215K 4.18% 9
2021
Q4 		$33.6M Hold
162,503
– – 4.15% 9
2021
Q3 		$31.2M Hold
162,503
– – 4.3% 10
2021
Q2 		$35.4M Hold
162,503
– – 5.08% 8
2021
Q1 		$37.7M Hold
162,503
– – 6% 8
2020
Q4 		$29.6M Buy
162,503
+33,526
+26% +$5.69M 5.45% 9
2020
Q3 		$19.2M Hold
128,977
– – 4.37% 10
2020
Q2 		$16.3M Buy
128,977
+141
+0.1% +$16.7K 4.11% 10
2020
Q1 		$15M Buy
128,836
+109,769
+576% +$14M 5% 8
2019
Q4 		$2.82M Buy
+19,067
New +$2.66M 0.92% 15

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Criteria Caixa's CAT Position: Q2 2022 in Review

Criteria Caixa sold out of Caterpillar (CAT) in Q2 2022, closing a stake of 163,528 shares — an estimated $36.4M sold.

Criteria Caixa first reported a position in CAT in Q4 2019 and held it in 10 quarters. The position peaked at $37.7M in Q1 2021. 2,072 funds tracked by Wall St. Rank hold CAT as of Q2 2022.

  • Criteria Caixa reported no remaining Caterpillar position as of Q2 2022 after selling out during the quarter.
  • Criteria Caixa sold 163,528 Caterpillar shares in Q2 2022, an estimated $36.4M.
  • Criteria Caixa first reported a position in Caterpillar in Q4 2019 and held it in 10 quarters.
  • Criteria Caixa's Caterpillar position peaked at $37.7M in Q1 2021.
  • 2,072 funds tracked by Wall St. Rank held Caterpillar as of Q2 2022.

Based on Criteria Caixa's 13F filing for Q2 2022, filed 18 Mar 2025.