CSat Investment Advisory’s Caterpillar CAT Stock Holding History

CSat Investment Advisory’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 Q1	$7K	Sell	30 -4	-12%	-$828	0.01%	474
2020 Q4	$6K	Sell	34 -1,412	-98%	-$239K	0.01%	466
2020 Q3	$216K	Buy	1,446 +123	+9%	+$17.3K	0.02%	262
2020 Q2	$168K	Buy	1,323 +425	+47%	+$50.4K	0.02%	346
2020 Q1	$104K	Buy	898 +109	+14%	+$13.9K	0.02%	335
2019 Q4	$116K	Sell	789 -826	-51%	-$115K	0.03%	331
2019 Q3	$204K	Buy	1,615 +302	+23%	+$38.4K	0.06%	206
2019 Q2	$179K	Buy	1,313 +1,283	+4,277%	+$170K	0.06%	205
2019 Q1	$4K	Buy	30 +4	+15%	+$531	﹤0.01%	511
2018 Q4	$3K	Buy	26 +10	+63%	+$1.3K	﹤0.01%	513
2018 Q3	$2K	Buy	16 +4	+33%	+$566	﹤0.01%	522
2018 Q2	$2K	Buy	+12	New	+$1.79K	﹤0.01%	523

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

CSat Investment Advisory's CAT Position: Q1 2021 in Review

CSat Investment Advisory reduced its Caterpillar (CAT) stake by 12% in Q1 2021, selling an estimated $828 and leaving 30 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #474.

CSat Investment Advisory first reported a position in CAT in Q2 2018 and has held it in 12 quarters since. The position peaked at $216K in Q3 2020. 2,012 funds tracked by Wall St. Rank hold CAT as of Q1 2021.

CSat Investment Advisory held 30 shares of Caterpillar worth $7K as of Q1 2021.
CSat Investment Advisory sold 4 Caterpillar shares in Q1 2021, an estimated $828.
Caterpillar made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #474 holding.
CSat Investment Advisory first reported a position in Caterpillar in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Caterpillar position peaked at $216K in Q3 2020.
2,012 funds tracked by Wall St. Rank held Caterpillar as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.