EPM
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Equitec Proprietary Markets’s Caterpillar CAT Stock Holding History

Equitec Proprietary Markets’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
2022
Q1 		– Sell
-347
Closed -$72K – 286
2021
Q4 		$72K Buy
+347
New +$69.9K 0.01% 187
2015
Q1 		– Sell
-5,465
Closed -$500K – 213
2014
Q4 		$500K Buy
+5,465
New +$532K 0.02% 164

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Equitec Proprietary Markets's CAT Position: Q1 2022 in Review

Equitec Proprietary Markets sold out of Caterpillar (CAT) in Q1 2022, closing a stake of 347 shares — an estimated $72K sold.

Equitec Proprietary Markets first reported a position in CAT in Q4 2014 and held it in 2 quarters. The position peaked at $500K in Q4 2014. 2,174 funds tracked by Wall St. Rank hold CAT as of Q1 2022.

  • Equitec Proprietary Markets reported no remaining Caterpillar position as of Q1 2022 after selling out during the quarter.
  • Equitec Proprietary Markets sold 347 Caterpillar shares in Q1 2022, an estimated $72K.
  • Equitec Proprietary Markets first reported a position in Caterpillar in Q4 2014 and held it in 2 quarters.
  • Equitec Proprietary Markets's Caterpillar position peaked at $500K in Q4 2014.
  • 2,174 funds tracked by Wall St. Rank held Caterpillar as of Q1 2022.

Based on Equitec Proprietary Markets's 13F filing for Q1 2022, filed 22 Apr 2022.