FANJ
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Financial Architects (New Jersey)’s Caterpillar CAT Stock Holding History

Financial Architects (New Jersey)’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
2017
Q3 		– Sell
-500
Closed -$54K – 1487
2017
Q2 		$54K Buy
+500
New +$50.8K 0.01% 648

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

Financial Architects (New Jersey)'s CAT Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its Caterpillar (CAT) stake by 5.3% in Q2 2023, selling an estimated $71.1K and leaving 5,687 shares worth $1.4M. The position accounts for 0.21% of the portfolio, ranked #102.

Financial Architects (New Jersey) first reported a position in CAT in Q2 2013 and has held it in 37 quarters since. The position peaked at $1.53M in Q4 2022. 2,322 funds tracked by Wall St. Rank hold CAT as of Q2 2023.

  • Financial Architects (New Jersey) held 5,687 shares of Caterpillar worth $1.4M as of Q2 2023.
  • Financial Architects (New Jersey) sold 319 Caterpillar shares in Q2 2023, an estimated $71.1K.
  • Caterpillar made up 0.21% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #102 holding.
  • Financial Architects (New Jersey) first reported a position in Caterpillar in Q2 2013 and has held it in 37 quarters since.
  • Financial Architects (New Jersey)'s Caterpillar position peaked at $1.53M in Q4 2022.
  • 2,322 funds tracked by Wall St. Rank held Caterpillar as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.