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HighTower Trust’s Caterpillar CAT Stock Holding History

HighTower Trust’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
Q1 		$1.25M Buy
5,514
+16
+0.3% +$3.87K 0.12% 96
2022
Q4 		$1.32M Buy
5,498
+33
+0.6% +$7.18K 0.13% 91
2022
Q3 		$897K Buy
+5,465
New +$998K 0.1% 104
2022
Q2 		– Sell
-4,985
Closed -$1.11M – 245
2022
Q1 		$1.11M Buy
4,985
+68
+1% +$14.3K 0.11% 97
2021
Q4 		$1.02M Buy
+4,917
New +$990K 0.1% 100
2017
Q3 		– Sell
-6,985
Closed -$751K – 92
2017
Q2 		$751K Sell
6,985
-50,835
-88% -$5.16M 0.09% 73
2017
Q1 		$5.36M Sell
57,820
-550
-0.9% -$52.1K 0.61% 28
2016
Q4 		$5.41M Buy
58,370
+1,505
+3% +$136K 0.61% 28
2016
Q3 		$5.05M Buy
56,865
+1,090
+2% +$89.2K 0.57% 29
2016
Q2 		$4.23M Buy
55,775
+5,120
+10% +$384K 0.45% 32
2016
Q1 		$3.88M Buy
50,655
+4,000
+9% +$268K 0.49% 27
2015
Q4 		$3.17M Buy
46,655
+29,390
+170% +$2.05M 0.43% 31
2015
Q3 		$1.13M Buy
17,265
+3,425
+25% +$262K 0.19% 46
2015
Q2 		$1.17M Hold
13,840
– – 0.19% 42
2015
Q1 		$1.11M Hold
13,840
– – 0.18% 43
2014
Q4 		$1.27M Buy
+13,840
New +$1.35M 0.19% 36
2013
Q3 		– Sell
-5,438
Closed -$449K – 134
2013
Q2 		$449K Buy
+5,438
New +$462K 0.07% 81

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

HighTower Trust's CAT Position: Q1 2023 in Review

HighTower Trust increased its Caterpillar (CAT) stake by 0.29% in Q1 2023, buying an estimated $3.87K and bringing the position to 5,514 shares worth $1.25M. The position accounts for 0.12% of the portfolio, ranked #96.

HighTower Trust first reported a position in CAT in Q2 2013 and has held it in 17 quarters since. The position peaked at $5.41M in Q4 2016. 2,279 funds tracked by Wall St. Rank hold CAT as of Q1 2023.

  • HighTower Trust held 5,514 shares of Caterpillar worth $1.25M as of Q1 2023.
  • HighTower Trust bought 16 Caterpillar shares in Q1 2023, an estimated $3.87K.
  • Caterpillar made up 0.12% of HighTower Trust's portfolio in Q1 2023, its #96 holding.
  • HighTower Trust first reported a position in Caterpillar in Q2 2013 and has held it in 17 quarters since.
  • HighTower Trust's Caterpillar position peaked at $5.41M in Q4 2016.
  • 2,279 funds tracked by Wall St. Rank held Caterpillar as of Q1 2023.

Based on HighTower Trust's 13F filing for Q1 2023, filed 21 Apr 2023.