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EMFO LLC’s Caterpillar CAT Stock Holding History

EMFO LLC’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
-8,893
Closed -$2.19M – 298
2023
Q2 		$2.19M Hold
8,893
– – 1.99% 10
2023
Q1 		$2.04M Hold
8,893
– – 1.92% 10
2022
Q4 		$2.13M Sell
8,893
-510
-5% -$111K 2.13% 11
2022
Q3 		$1.54M Buy
9,403
+8,893
+1,744% +$1.62M 1.47% 19
2022
Q2 		$91K Hold
510
– – 0.09% 138
2022
Q1 		$114K Buy
510
+256
+101% +$53.7K 0.1% 137
2021
Q4 		$53K Hold
254
– – 0.05% 196
2021
Q3 		$49K Hold
254
– – 0.04% 209
2021
Q2 		$55K Buy
+254
New +$58.7K 0.05% 197

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

EMFO LLC's CAT Position: Q3 2023 in Review

EMFO LLC sold out of Caterpillar (CAT) in Q3 2023, closing a stake of 8,893 shares — an estimated $2.19M sold.

EMFO LLC first reported a position in CAT in Q2 2021 and held it in 9 quarters. The position peaked at $2.19M in Q2 2023. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2023.

  • EMFO LLC reported no remaining Caterpillar position as of Q3 2023 after selling out during the quarter.
  • EMFO LLC sold 8,893 Caterpillar shares in Q3 2023, an estimated $2.19M.
  • EMFO LLC first reported a position in Caterpillar in Q2 2021 and held it in 9 quarters.
  • EMFO LLC's Caterpillar position peaked at $2.19M in Q2 2023.
  • 2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2023.

Based on EMFO LLC's 13F filing for Q3 2023, filed 1 Nov 2023.