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Granite Investment Advisors’s Caterpillar CAT Stock Holding History

Granite Investment Advisors’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
-1,130
Closed -$246K – 179
2021
Q2 		$246K Sell
1,130
-191
-14% -$44.1K 0.04% 166
2021
Q1 		$306K Sell
1,321
-60
-4% -$12.4K 0.05% 151
2020
Q4 		$251K Sell
1,381
-21
-1% -$3.56K 0.04% 154
2020
Q3 		$209K Buy
+1,402
New +$197K 0.04% 159
2018
Q3 		– Sell
-1,521
Closed -$206K – 164
2018
Q2 		$206K Sell
1,521
-317
-17% -$47.4K 0.04% 162
2018
Q1 		$271K Buy
1,838
+266
+17% +$42K 0.05% 144
2017
Q4 		$248K Buy
+1,572
New +$218K 0.04% 164
2017
Q1 		– Sell
-59,530
Closed -$5.52M – 131
2016
Q4 		$5.52M Sell
59,530
-16,155
-21% -$1.46M 1.13% 44
2016
Q3 		$6.72M Sell
75,685
-1,825
-2% -$149K 1.38% 27
2016
Q2 		$5.88M Sell
77,510
-475
-0.6% -$35.6K 1.19% 37
2016
Q1 		$5.97M Sell
77,985
-200
-0.3% -$13.4K 1.21% 35
2015
Q4 		$5.31M Buy
+78,185
New +$5.47M 1.09% 45
2014
Q4 		– Sell
-5,250
Closed -$520K – 98
2014
Q3 		$520K Hold
5,250
– – 0.12% 61
2014
Q2 		$571K Hold
5,250
– – 0.13% 59
2014
Q1 		$522K Sell
5,250
-475
-8% -$44.8K 0.11% 59
2013
Q4 		$520K Sell
5,725
-75
-1% -$6.4K 0.11% 61
2013
Q3 		$484K Buy
5,800
+2,000
+53% +$169K 0.11% 60
2013
Q2 		$313K Buy
+3,800
New +$323K 0.07% 71

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

Granite Investment Advisors's CAT Position: Q3 2021 in Review

Granite Investment Advisors sold out of Caterpillar (CAT) in Q3 2021, closing a stake of 1,130 shares — an estimated $246K sold.

Granite Investment Advisors first reported a position in CAT in Q2 2013 and held it in 18 quarters. The position peaked at $6.72M in Q3 2016. 1,938 funds tracked by Wall St. Rank hold CAT as of Q3 2021.

  • Granite Investment Advisors reported no remaining Caterpillar position as of Q3 2021 after selling out during the quarter.
  • Granite Investment Advisors sold 1,130 Caterpillar shares in Q3 2021, an estimated $246K.
  • Granite Investment Advisors first reported a position in Caterpillar in Q2 2013 and held it in 18 quarters.
  • Granite Investment Advisors's Caterpillar position peaked at $6.72M in Q3 2016.
  • 1,938 funds tracked by Wall St. Rank held Caterpillar as of Q3 2021.

Based on Granite Investment Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.