EWF
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Epstein & White Financial’s Caterpillar CAT Stock Holding History

Epstein & White Financial’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
Q2 		$256K Buy
1,171
+75
+7% +$17.3K 0.07% 75
2021
Q1 		$255K Buy
+1,096
New +$227K 0.07% 68

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Epstein & White Financial's CAT Position: Q2 2021 in Review

Epstein & White Financial increased its Caterpillar (CAT) stake by 6.8% in Q2 2021, buying an estimated $17.3K and bringing the position to 1,171 shares worth $256K. The position accounts for 0.07% of the portfolio, ranked #75.

Epstein & White Financial first reported a position in CAT in Q1 2021 and has held it in 2 quarters since. 2,023 funds tracked by Wall St. Rank hold CAT as of Q2 2021.

  • Epstein & White Financial held 1,171 shares of Caterpillar worth $256K as of Q2 2021.
  • Epstein & White Financial bought 75 Caterpillar shares in Q2 2021, an estimated $17.3K.
  • Caterpillar made up 0.07% of Epstein & White Financial's portfolio in Q2 2021, its #75 holding.
  • Epstein & White Financial first reported a position in Caterpillar in Q1 2021 and has held it in 2 quarters since.
  • 2,023 funds tracked by Wall St. Rank held Caterpillar as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.