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Enlightenment Research’s Caterpillar CAT Stock Holding History

Enlightenment Research’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
2021
Q4 		– Sell
-2,100
Closed -$403K – 136
2021
Q3 		$403K Sell
2,100
-5,600
-73% -$1.17M 0.49% 72
2021
Q2 		$1.68M Buy
+7,700
New +$1.78M 2.13% 10

Other funds holding CAT

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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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Enlightenment Research's CAT Position: Q4 2021 in Review

Enlightenment Research sold out of Caterpillar (CAT) in Q4 2021, closing a stake of 2,100 shares — an estimated $403K sold.

Enlightenment Research first reported a position in CAT in Q2 2021 and held it in 2 quarters. The position peaked at $1.68M in Q2 2021. 2,158 funds tracked by Wall St. Rank hold CAT as of Q4 2021.

  • Enlightenment Research reported no remaining Caterpillar position as of Q4 2021 after selling out during the quarter.
  • Enlightenment Research sold 2,100 Caterpillar shares in Q4 2021, an estimated $403K.
  • Enlightenment Research first reported a position in Caterpillar in Q2 2021 and held it in 2 quarters.
  • Enlightenment Research's Caterpillar position peaked at $1.68M in Q2 2021.
  • 2,158 funds tracked by Wall St. Rank held Caterpillar as of Q4 2021.

Based on Enlightenment Research's 13F filing for Q4 2021, filed 14 Feb 2022.