Echo Street Capital Management’s Caterpillar CAT Stock Holding History

Echo Street Capital Management’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 Q1	–	Sell	-2,003	Closed	-$480K	–	499
2022 Q4	$480K	Buy	+2,003	New	+$436K	﹤0.01%	291
2022 Q3	–	Sell	-4,655	Closed	-$832K	–	568
2022 Q2	$832K	Buy	4,655 +40	+0.9%	+$8.43K	0.01%	194
2022 Q1	$1.03M	Sell	4,615 -6	-0.1%	-$1.26K	0.01%	225
2021 Q4	$955K	Buy	4,621 +810	+21%	+$163K	0.01%	262
2021 Q3	$732K	Buy	3,811 +504	+15%	+$105K	0.01%	318
2021 Q2	$720K	Buy	3,307 +788	+31%	+$182K	0.01%	267
2021 Q1	$584K	Buy	+2,519	New	+$521K	0.01%	265

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Echo Street Capital Management's CAT Position: Q1 2023 in Review

Echo Street Capital Management sold out of Caterpillar (CAT) in Q1 2023, closing a stake of 2,003 shares — an estimated $480K sold.

Echo Street Capital Management first reported a position in CAT in Q1 2021 and held it in 7 quarters. The position peaked at $1.03M in Q1 2022. 2,278 funds tracked by Wall St. Rank hold CAT as of Q1 2023.

Echo Street Capital Management reported no remaining Caterpillar position as of Q1 2023 after selling out during the quarter.
Echo Street Capital Management sold 2,003 Caterpillar shares in Q1 2023, an estimated $480K.
Echo Street Capital Management first reported a position in Caterpillar in Q1 2021 and held it in 7 quarters.
Echo Street Capital Management's Caterpillar position peaked at $1.03M in Q1 2022.
2,278 funds tracked by Wall St. Rank held Caterpillar as of Q1 2023.

Based on Echo Street Capital Management's 13F filing for Q1 2023, filed 15 May 2023.