Fulcrum Capital’s Caterpillar CAT Stock Holding History

Fulcrum Capital’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 Q2	–	Sell	-927	Closed	-$215K	–	84
2021 Q1	$215K	Buy	+927	New	+$192K	0.06%	81

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fulcrum Capital's CAT Position: Q2 2021 in Review

Fulcrum Capital sold out of Caterpillar (CAT) in Q2 2021, closing a stake of 927 shares — an estimated $215K sold.

Fulcrum Capital first reported a position in CAT in Q1 2021 and held it in 1 quarter. The position peaked at $215K in Q1 2021. 2,022 funds tracked by Wall St. Rank hold CAT as of Q2 2021.

Fulcrum Capital reported no remaining Caterpillar position as of Q2 2021 after selling out during the quarter.
Fulcrum Capital sold 927 Caterpillar shares in Q2 2021, an estimated $215K.
Fulcrum Capital first reported a position in Caterpillar in Q1 2021 and held it in 1 quarter.
Fulcrum Capital's Caterpillar position peaked at $215K in Q1 2021.
2,022 funds tracked by Wall St. Rank held Caterpillar as of Q2 2021.

Based on Fulcrum Capital's 13F filing for Q2 2021, filed 30 Jul 2021.