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HBK Investments’s Caterpillar CAT Stock Holding History

HBK Investments’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
-6,222
Closed -$1.53M – 263
2023
Q2 		$1.53M Buy
+6,222
New +$1.39M 0.01% 226
2022
Q2 		– Sell
-10,749
Closed -$2.4M – 537
2022
Q1 		$2.4M Buy
+10,749
New +$2.25M 0.01% 393
2021
Q4 		– Sell
-4,364
Closed -$879K – 736
2021
Q3 		$838K Sell
4,364
-1,777
-29% -$370K ﹤0.01% 520
2021
Q2 		$1.34M Buy
6,141
+1,370
+29% +$316K ﹤0.01% 547
2021
Q1 		$1.11M Buy
+4,771
New +$988K 0.01% 579
2020
Q3 		– Sell
-24,233
Closed -$3.4M – 630
2020
Q2 		$3.06M Buy
+24,233
New +$2.87M 0.04% 247
2020
Q1 		– Sell
-2,176
Closed -$321K – 109
2019
Q4 		$321K Buy
+2,176
New +$304K ﹤0.01% 606
2019
Q3 		– Sell
-3,001
Closed -$381K – 647
2019
Q2 		$409K Sell
3,001
-78,599
-96% -$10.4M ﹤0.01% 509
2019
Q1 		$11.1M Buy
81,600
+65,488
+406% +$8.7M 0.11% 148
2018
Q4 		$2.05M Sell
16,112
-96,825
-86% -$12.6M 0.02% 476
2018
Q3 		$17.2M Buy
+112,937
New +$16M 0.14% 96
2017
Q2 		– Sell
-10,037
Closed -$931K – 919
2017
Q1 		$931K Buy
+10,037
New +$950K 0.01% 427
2015
Q1 		– Sell
-62,200
Closed -$5.69M – 1000
2014
Q4 		$5.69M Buy
62,200
+53,000
+576% +$5.16M 0.07% 188
2014
Q3 		$911K Buy
9,200
+3,300
+56% +$350K 0.01% 575
2014
Q2 		$641K Buy
+5,900
New +$619K 0.01% 626

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 $3.38T AUM 44.17% 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

HBK Investments's CAT Position: Q3 2023 in Review

HBK Investments sold out of Caterpillar (CAT) in Q3 2023, closing a stake of 6,222 shares — an estimated $1.53M sold.

HBK Investments first reported a position in CAT in Q2 2014 and held it in 15 quarters. The position peaked at $17.2M in Q3 2018. 2,403 funds tracked by Wall St. Rank hold CAT as of Q3 2023.

  • HBK Investments reported no remaining Caterpillar position as of Q3 2023 after selling out during the quarter.
  • HBK Investments sold 6,222 Caterpillar shares in Q3 2023, an estimated $1.53M.
  • HBK Investments first reported a position in Caterpillar in Q2 2014 and held it in 15 quarters.
  • HBK Investments's Caterpillar position peaked at $17.2M in Q3 2018.
  • 2,403 funds tracked by Wall St. Rank held Caterpillar as of Q3 2023.

Based on HBK Investments's 13F filing for Q3 2023, filed 14 Nov 2023.