EC
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Estate Counselors’s Caterpillar CAT Stock Holding History

Estate Counselors’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
Q4 		– Sell
-303
Closed -$49K – 146
2022
Q3 		$49K Hold
303
– – 0.01% 141
2022
Q2 		$54K Hold
303
– – 0.01% 140
2022
Q1 		$67K Hold
303
– – 0.01% 134
2021
Q4 		$62K Hold
303
– – 0.01% 151
2021
Q3 		$58K Hold
303
– – 0.01% 161
2021
Q2 		$65K Hold
303
– – 0.01% 153
2021
Q1 		$70K Sell
303
-6,125
-95% -$1.27M 0.01% 139
2020
Q4 		$1.17M Buy
6,428
+1,692
+36% +$287K 0.18% 61
2020
Q3 		$706K Buy
4,736
+438
+10% +$61.5K 0.11% 64
2020
Q2 		$543K Buy
4,298
+608
+16% +$72.1K 0.09% 81
2020
Q1 		$428K Buy
+3,690
New +$471K 0.07% 88

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

Estate Counselors's CAT Position: Q4 2022 in Review

Estate Counselors sold out of Caterpillar (CAT) in Q4 2022, closing a stake of 303 shares — an estimated $49K sold.

Estate Counselors first reported a position in CAT in Q1 2020 and held it in 11 quarters. The position peaked at $1.17M in Q4 2020. 2,283 funds tracked by Wall St. Rank hold CAT as of Q4 2022.

  • Estate Counselors reported no remaining Caterpillar position as of Q4 2022 after selling out during the quarter.
  • Estate Counselors sold 303 Caterpillar shares in Q4 2022, an estimated $49K.
  • Estate Counselors first reported a position in Caterpillar in Q1 2020 and held it in 11 quarters.
  • Estate Counselors's Caterpillar position peaked at $1.17M in Q4 2020.
  • 2,283 funds tracked by Wall St. Rank held Caterpillar as of Q4 2022.

Based on Estate Counselors's 13F filing for Q4 2022, filed 8 Feb 2023.