HawsGoodwin Investment Management’s Caterpillar CAT Stock Holding History

HawsGoodwin Investment 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 Q4	$1.38M	Sell	6,682 -84	-1%	-$16.9K	0.4%	58
2021 Q3	$1.3M	Sell	6,766 -82	-1%	-$17.1K	0.39%	59
2021 Q2	$1.49M	Sell	6,848 -317	-4%	-$73.2K	0.46%	55
2021 Q1	$1.66M	Sell	7,165 -863	-11%	-$179K	0.53%	47
2020 Q4	$1.46M	Sell	8,028 -179	-2%	-$30.4K	0.46%	48
2020 Q3	$1.22M	Buy	8,207 +102	+1%	+$14.3K	0.44%	50
2020 Q2	$1.02M	Sell	8,105 -1,164	-13%	-$138K	0.4%	58
2020 Q1	$1.08M	Sell	9,269 -770	-8%	-$98.4K	0.54%	57
2019 Q4	$1.48M	Buy	+10,039	New	+$1.4M	0.77%	53

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

HawsGoodwin Investment Management's CAT Position: Q4 2021 in Review

HawsGoodwin Investment Management reduced its Caterpillar (CAT) stake by 1.2% in Q4 2021, selling an estimated $16.9K and leaving 6,682 shares worth $1.38M. The position accounts for 0.4% of the portfolio, ranked #58.

HawsGoodwin Investment Management first reported a position in CAT in Q4 2019 and has held it in 9 quarters since. The position peaked at $1.66M in Q1 2021. 2,157 funds tracked by Wall St. Rank hold CAT as of Q4 2021.

HawsGoodwin Investment Management held 6,682 shares of Caterpillar worth $1.38M as of Q4 2021.
HawsGoodwin Investment Management sold 84 Caterpillar shares in Q4 2021, an estimated $16.9K.
Caterpillar made up 0.4% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #58 holding.
HawsGoodwin Investment Management first reported a position in Caterpillar in Q4 2019 and has held it in 9 quarters since.
HawsGoodwin Investment Management's Caterpillar position peaked at $1.66M in Q1 2021.
2,157 funds tracked by Wall St. Rank held Caterpillar as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.