FCAG
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First Capital Advisors Group’s Caterpillar CAT Stock Holding History

First Capital Advisors Group’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
2023
Q2 		$29.8K Buy
+121
New +$27K 0.02% 367
2018
Q2 		– Sell
-381
Closed -$56K – 260
2018
Q1 		$56K Buy
+381
New +$60.2K 0.03% 258

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

First Capital Advisors Group's CAT Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Caterpillar (CAT) in Q2 2023: 121 shares worth $29.8K. The stake represents 0.02% of the portfolio and ranks #367 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in CAT as recently as Q1 2018.

First Capital Advisors Group first reported a position in CAT in Q1 2018 and has held it in 2 quarters since. The position peaked at $56K in Q1 2018. 2,321 funds tracked by Wall St. Rank hold CAT as of Q2 2023.

  • First Capital Advisors Group held 121 shares of Caterpillar worth $29.8K as of Q2 2023.
  • Caterpillar was a new First Capital Advisors Group position in Q2 2023.
  • Caterpillar made up 0.02% of First Capital Advisors Group's portfolio in Q2 2023, its #367 holding.
  • First Capital Advisors Group first reported a position in Caterpillar in Q1 2018 and has held it in 2 quarters since.
  • First Capital Advisors Group's Caterpillar position peaked at $56K in Q1 2018.
  • 2,321 funds tracked by Wall St. Rank held Caterpillar as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.