Dynamic Technology Lab’s Caterpillar CAT Stock Holding History

Dynamic Technology Lab’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
2023 Q3	–	Sell	-5,360	Closed	-$1.32M	–	981
2023 Q2	$1.32M	Buy	+5,360	New	+$1.2M	0.17%	178
2022 Q3	–	Sell	-9,100	Closed	-$1.63M	–	1149
2022 Q2	$1.63M	Buy	+9,100	New	+$1.92M	0.18%	154
2021 Q3	–	Sell	-1,974	Closed	-$430K	–	1119
2021 Q2	$430K	Buy	+1,974	New	+$456K	0.04%	650
2018 Q3	–	Sell	-17,785	Closed	-$2.41M	–	1038
2018 Q2	$2.41M	Buy	+17,785	New	+$2.66M	0.36%	26
2017 Q4	–	Sell	-14,381	Closed	-$1.79M	–	1028
2017 Q3	$1.79M	Buy	+14,381	New	+$1.66M	0.29%	32

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 $5.7T 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return