GA
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GraniteShares Advisors’s Caterpillar CAT Stock Holding History

GraniteShares 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
2023
Q3 		– Sell
-1,422
Closed -$350K – 105
2023
Q2 		$350K Sell
1,422
-115
-7% -$25.6K 0.32% 75
2023
Q1 		$352K Sell
1,537
-122
-7% -$29.5K 0.31% 86
2022
Q4 		$397K Sell
1,659
-243
-13% -$52.9K 0.33% 105
2022
Q3 		$312K Sell
1,902
-191
-9% -$34.9K 0.25% 107
2022
Q2 		$374K Buy
+2,093
New +$441K 0.27% 102

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GraniteShares Advisors's CAT Position: Q3 2023 in Review

GraniteShares Advisors sold out of Caterpillar (CAT) in Q3 2023, closing a stake of 1,422 shares — an estimated $350K sold.

GraniteShares Advisors first reported a position in CAT in Q2 2022 and held it in 5 quarters. The position peaked at $397K in Q4 2022. 2,403 funds tracked by Wall St. Rank hold CAT as of Q3 2023.

  • GraniteShares Advisors reported no remaining Caterpillar position as of Q3 2023 after selling out during the quarter.
  • GraniteShares Advisors sold 1,422 Caterpillar shares in Q3 2023, an estimated $350K.
  • GraniteShares Advisors first reported a position in Caterpillar in Q2 2022 and held it in 5 quarters.
  • GraniteShares Advisors's Caterpillar position peaked at $397K in Q4 2022.
  • 2,403 funds tracked by Wall St. Rank held Caterpillar as of Q3 2023.

Based on GraniteShares Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.