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Hayden Royal’s Caterpillar CAT Stock Holding History

Hayden Royal’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
-2,309
Closed -$502K – 105
2021
Q2 		$502K Sell
2,309
-47
-2% -$10.9K 0.28% 84
2021
Q1 		$546K Sell
2,356
-21
-0.9% -$4.35K 0.31% 76
2020
Q4 		$433K Sell
2,377
-26
-1% -$4.41K 0.24% 98
2020
Q3 		$358K Buy
2,403
+198
+9% +$27.8K 0.19% 120
2020
Q2 		$279K Buy
2,205
+119
+6% +$14.1K 0.16% 119
2020
Q1 		$242K Sell
2,086
-210
-9% -$26.8K 0.14% 181
2019
Q4 		$316K Sell
2,296
-4,822
-68% -$673K 0.16% 146
2019
Q3 		$899K Buy
7,118
+3,085
+76% +$392K 0.79% 39
2019
Q2 		$542K Sell
4,033
-433
-10% -$57.2K 0.58% 50
2019
Q1 		$605K Sell
4,466
-7,612
-63% -$1.01M 0.79% 40
2018
Q4 		$1.53M Buy
+12,078
New +$1.57M 0.78% 35

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

Hayden Royal's CAT Position: Q3 2021 in Review

Hayden Royal sold out of Caterpillar (CAT) in Q3 2021, closing a stake of 2,309 shares — an estimated $502K sold.

Hayden Royal first reported a position in CAT in Q4 2018 and held it in 11 quarters. The position peaked at $1.53M in Q4 2018. 1,937 funds tracked by Wall St. Rank hold CAT as of Q3 2021.

  • Hayden Royal reported no remaining Caterpillar position as of Q3 2021 after selling out during the quarter.
  • Hayden Royal sold 2,309 Caterpillar shares in Q3 2021, an estimated $502K.
  • Hayden Royal first reported a position in Caterpillar in Q4 2018 and held it in 11 quarters.
  • Hayden Royal's Caterpillar position peaked at $1.53M in Q4 2018.
  • 1,937 funds tracked by Wall St. Rank held Caterpillar as of Q3 2021.

Based on Hayden Royal's 13F filing for Q3 2021, filed 15 Nov 2021.