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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
2022
Q1 		– Sell
-41,900
Closed -$8.66M – 711
2021
Q4 		$8.66M Buy
+41,900
New +$8.44M 0.03% 142
2021
Q1 		– Sell
-44,100
Closed -$8.03M – 856
2020
Q4 		$8.03M Sell
44,100
-8,000
-15% -$1.36M 0.05% 160
2020
Q3 		$7.77M Sell
52,100
-17,100
-25% -$2.4M 0.06% 148
2020
Q2 		$8.75M Buy
+69,200
New +$8.2M 0.11% 102
2020
Q1 		– Sell
-77,900
Closed -$11.5M – 106
2019
Q4 		$11.5M Buy
77,900
+62,800
+416% +$8.76M 0.11% 102
2019
Q3 		$1.91M Hold
15,100
– – 0.02% 407
2019
Q2 		$2.06M Buy
15,100
+500
+3% +$66.1K 0.02% 347
2019
Q1 		$1.98M Buy
+14,600
New +$1.94M 0.02% 520

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 $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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.