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DCM Advisors’s Caterpillar CAT Stock Holding History

DCM Advisors’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
2024
Q1 		– Sell
-2,739
Closed -$810K – 85
2023
Q4 		$810K Buy
+2,739
New +$711K 0.29% 51
2022
Q1 		– Sell
-1,225
Closed -$254K – 192
2021
Q4 		$254K Sell
1,225
-1,783
-59% -$359K 0.07% 186
2021
Q3 		$577K Sell
3,008
-3,889
-56% -$810K 0.22% 119
2021
Q2 		$1.5M Buy
6,897
+81
+1% +$18.7K 0.85% 24
2021
Q1 		$1.58M Buy
6,816
+262
+4% +$54.2K 0.92% 18
2020
Q4 		$1.19M Buy
+6,554
New +$1.11M 0.69% 41

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

DCM Advisors's CAT Position: Q1 2024 in Review

DCM Advisors sold out of Caterpillar (CAT) in Q1 2024, closing a stake of 2,739 shares — an estimated $810K sold.

DCM Advisors first reported a position in CAT in Q4 2020 and held it in 6 quarters. The position peaked at $1.58M in Q1 2021. 2,708 funds tracked by Wall St. Rank hold CAT as of Q1 2024.

  • DCM Advisors reported no remaining Caterpillar position as of Q1 2024 after selling out during the quarter.
  • DCM Advisors sold 2,739 Caterpillar shares in Q1 2024, an estimated $810K.
  • DCM Advisors first reported a position in Caterpillar in Q4 2020 and held it in 6 quarters.
  • DCM Advisors's Caterpillar position peaked at $1.58M in Q1 2021.
  • 2,708 funds tracked by Wall St. Rank held Caterpillar as of Q1 2024.

Based on DCM Advisors's 13F filing for Q1 2024, filed 16 May 2024.