FEM
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Fulcrum Equity Management’s Caterpillar CAT Stock Holding History

Fulcrum Equity Management’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
-6,530
Closed -$1.42M – 184
2021
Q2 		$1.42M Buy
+6,530
New +$1.51M 0.53% 58

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

Fulcrum Equity Management's CAT Position: Q3 2021 in Review

Fulcrum Equity Management sold out of Caterpillar (CAT) in Q3 2021, closing a stake of 6,530 shares — an estimated $1.42M sold.

Fulcrum Equity Management first reported a position in CAT in Q2 2021 and held it in 1 quarter. The position peaked at $1.42M in Q2 2021. 1,937 funds tracked by Wall St. Rank hold CAT as of Q3 2021.

  • Fulcrum Equity Management reported no remaining Caterpillar position as of Q3 2021 after selling out during the quarter.
  • Fulcrum Equity Management sold 6,530 Caterpillar shares in Q3 2021, an estimated $1.42M.
  • Fulcrum Equity Management first reported a position in Caterpillar in Q2 2021 and held it in 1 quarter.
  • Fulcrum Equity Management's Caterpillar position peaked at $1.42M in Q2 2021.
  • 1,937 funds tracked by Wall St. Rank held Caterpillar as of Q3 2021.

Based on Fulcrum Equity Management's 13F filing for Q3 2021, filed 25 Jan 2022.