FCFS
CAT icon

First Command Financial Services’s Caterpillar CAT Stock Holding History

First Command Financial Services’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 		$675K Sell
2,743
-300
-10% -$66.9K 0.06% 75
2023
Q1 		$696K Buy
3,043
+250
+9% +$60.4K 0.07% 71
2022
Q4 		$669K Sell
2,793
-425
-13% -$92.5K 0.08% 67
2022
Q3 		$528K Sell
3,218
-27
-0.8% -$4.93K 0.08% 73
2022
Q2 		$580K Sell
3,245
-73
-2% -$15.4K 0.08% 67
2022
Q1 		$739K Buy
3,318
+43
+1% +$9.02K 0.1% 68
2021
Q4 		$677K Buy
3,275
+190
+6% +$38.3K 0.1% 73
2021
Q3 		$593K Sell
3,085
-53
-2% -$11K 0.1% 76
2021
Q2 		$683K Buy
3,138
+125
+4% +$28.9K 0.08% 70
2021
Q1 		$699K Buy
3,013
+111
+4% +$23K 0.15% 63
2020
Q4 		$528K Buy
2,902
+177
+6% +$30K 0.13% 70
2020
Q3 		$406K Sell
2,725
-25
-0.9% -$3.51K 0.12% 77
2020
Q2 		$348K Hold
2,750
– – 0.11% 82
2020
Q1 		$319K Hold
2,750
– – 0.17% 82
2019
Q4 		$406K Sell
2,750
-65
-2% -$9.07K 0.19% 79
2019
Q3 		$356K Buy
2,815
+80
+3% +$10.2K 0.18% 81
2019
Q2 		$373K Hold
2,735
– – 0.19% 81
2019
Q1 		$371K Hold
2,735
– – 0.18% 77
2018
Q4 		$348K Sell
2,735
-1,454
-35% -$189K 0.18% 70
2018
Q3 		$639K Buy
4,189
+97
+2% +$13.7K 0.18% 57
2018
Q2 		$555K Buy
4,092
+1,357
+50% +$203K 0.16% 60
2018
Q1 		$403K Buy
2,735
+35
+1% +$5.53K 0.02% 73
2017
Q4 		$426K Sell
2,700
-375
-12% -$52K 0.24% 60
2017
Q3 		$383K Sell
3,075
-1,093
-26% -$126K 0.24% 64
2017
Q2 		$447K Buy
4,168
+361
+9% +$36.7K 0.29% 56
2017
Q1 		$353K Buy
3,807
+480
+14% +$45.4K 0.25% 67
2016
Q4 		$308K Buy
+3,327
New +$302K 0.25% 68

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 Command Financial Services's CAT Position: Q2 2023 in Review

First Command Financial Services reduced its Caterpillar (CAT) stake by 9.9% in Q2 2023, selling an estimated $66.9K and leaving 2,743 shares worth $675K. The position accounts for 0.06% of the portfolio, ranked #75.

First Command Financial Services first reported a position in CAT in Q4 2016 and has held it in 27 quarters since. The position peaked at $739K in Q1 2022. 2,322 funds tracked by Wall St. Rank hold CAT as of Q2 2023.

  • First Command Financial Services held 2,743 shares of Caterpillar worth $675K as of Q2 2023.
  • First Command Financial Services sold 300 Caterpillar shares in Q2 2023, an estimated $66.9K.
  • Caterpillar made up 0.06% of First Command Financial Services's portfolio in Q2 2023, its #75 holding.
  • First Command Financial Services first reported a position in Caterpillar in Q4 2016 and has held it in 27 quarters since.
  • First Command Financial Services's Caterpillar position peaked at $739K in Q1 2022.
  • 2,322 funds tracked by Wall St. Rank held Caterpillar as of Q2 2023.

Based on First Command Financial Services's 13F filing for Q2 2023, filed 21 Jul 2023.