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FourThought Financial’s Caterpillar CAT Stock Holding History

FourThought Financial’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
Q3 		$2.15M Buy
13,095
+8,888
+211% +$1.62M 0.32% 77
2022
Q2 		$752K Sell
4,207
-140
-3% -$29.5K 0.11% 136
2022
Q1 		$969K Sell
4,347
-397
-8% -$83.3K 0.12% 127
2021
Q4 		$981K Sell
4,744
-56
-1% -$11.3K 0.12% 127
2021
Q3 		$921K Sell
4,800
-78
-2% -$16.2K 0.12% 132
2021
Q2 		$1.06M Sell
4,878
-162
-3% -$37.4K 0.14% 130
2021
Q1 		$1.17M Hold
5,040
– – 0.17% 109
2020
Q4 		$917K Buy
+5,040
New +$855K 0.15% 124

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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

FourThought Financial's CAT Position: Q3 2022 in Review

FourThought Financial increased its Caterpillar (CAT) stake by 211% in Q3 2022, buying an estimated $1.62M and bringing the position to 13,095 shares worth $2.15M. The position accounts for 0.32% of the portfolio, ranked #77.

FourThought Financial first reported a position in CAT in Q4 2020 and has held it in 8 quarters since. 1,989 funds tracked by Wall St. Rank hold CAT as of Q3 2022.

  • FourThought Financial held 13,095 shares of Caterpillar worth $2.15M as of Q3 2022.
  • FourThought Financial bought 8,888 Caterpillar shares in Q3 2022, an estimated $1.62M.
  • Caterpillar made up 0.32% of FourThought Financial's portfolio in Q3 2022, its #77 holding.
  • FourThought Financial first reported a position in Caterpillar in Q4 2020 and has held it in 8 quarters since.
  • 1,989 funds tracked by Wall St. Rank held Caterpillar as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.