De Burlo Group’s Caterpillar CAT Stock Holding History

De Burlo Group’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 Q3	–	Sell	-6,737	Closed	-$1.2M	–	197
2022 Q2	$1.2M	Buy	+6,737	New	+$1.42M	0.34%	27

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

De Burlo Group's CAT Position: Q3 2022 in Review

De Burlo Group sold out of Caterpillar (CAT) in Q3 2022, closing a stake of 6,737 shares — an estimated $1.2M sold.

De Burlo Group first reported a position in CAT in Q2 2022 and held it in 1 quarter. The position peaked at $1.2M in Q2 2022. 1,988 funds tracked by Wall St. Rank hold CAT as of Q3 2022.

De Burlo Group reported no remaining Caterpillar position as of Q3 2022 after selling out during the quarter.
De Burlo Group sold 6,737 Caterpillar shares in Q3 2022, an estimated $1.2M.
De Burlo Group first reported a position in Caterpillar in Q2 2022 and held it in 1 quarter.
De Burlo Group's Caterpillar position peaked at $1.2M in Q2 2022.
1,988 funds tracked by Wall St. Rank held Caterpillar as of Q3 2022.

Based on De Burlo Group's 13F filing for Q3 2022, filed 14 Nov 2022.