FMC
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Financial Management Concepts’s Caterpillar CAT Stock Holding History

Financial Management Concepts’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
Q3 		– Sell
-971
Closed -$206K – 28
2021
Q2 		$206K Hold
971
– – 0.17% 26
2021
Q1 		$225K Buy
+971
New +$201K 0.2% 24

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Financial Management Concepts's CAT Position: Q3 2021 in Review

Financial Management Concepts sold out of Caterpillar (CAT) in Q3 2021, closing a stake of 971 shares — an estimated $206K sold.

Financial Management Concepts first reported a position in CAT in Q1 2021 and held it in 2 quarters. The position peaked at $225K in Q1 2021. 1,937 funds tracked by Wall St. Rank hold CAT as of Q3 2021.

  • Financial Management Concepts reported no remaining Caterpillar position as of Q3 2021 after selling out during the quarter.
  • Financial Management Concepts sold 971 Caterpillar shares in Q3 2021, an estimated $206K.
  • Financial Management Concepts first reported a position in Caterpillar in Q1 2021 and held it in 2 quarters.
  • Financial Management Concepts's Caterpillar position peaked at $225K in Q1 2021.
  • 1,937 funds tracked by Wall St. Rank held Caterpillar as of Q3 2021.

Based on Financial Management Concepts's 13F filing for Q3 2021, filed 12 Nov 2021.