HWM
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HFR Wealth Management’s Caterpillar CAT Stock Holding History

HFR Wealth 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
2023
Q2 		– Sell
-1,000
Closed -$229K – 57
2023
Q1 		$229K Sell
1,000
-96
-9% -$23.2K 0.07% 57
2022
Q4 		$263K Buy
+1,096
New +$239K 0.08% 52

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
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 $295B AUM 31.6% 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

HFR Wealth Management's CAT Position: Q2 2023 in Review

HFR Wealth Management sold out of Caterpillar (CAT) in Q2 2023, closing a stake of 1,000 shares — an estimated $229K sold.

HFR Wealth Management first reported a position in CAT in Q4 2022 and held it in 2 quarters. The position peaked at $263K in Q4 2022. 2,321 funds tracked by Wall St. Rank hold CAT as of Q2 2023.

  • HFR Wealth Management reported no remaining Caterpillar position as of Q2 2023 after selling out during the quarter.
  • HFR Wealth Management sold 1,000 Caterpillar shares in Q2 2023, an estimated $229K.
  • HFR Wealth Management first reported a position in Caterpillar in Q4 2022 and held it in 2 quarters.
  • HFR Wealth Management's Caterpillar position peaked at $263K in Q4 2022.
  • 2,321 funds tracked by Wall St. Rank held Caterpillar as of Q2 2023.

Based on HFR Wealth Management's 13F filing for Q2 2023, filed 7 Aug 2023.