HIM
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Hotaling Investment Management’s Caterpillar CAT Stock Holding History

Hotaling Investment 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
2022
Q4 		$561K Sell
2,342
-29
-1% -$6.31K 0.25% 78
2022
Q3 		$389K Buy
2,371
+56
+2% +$10.2K 0.19% 86
2022
Q2 		$414K Sell
2,315
-15
-0.6% -$3.16K 0.18% 89
2022
Q1 		$519K Buy
+2,330
New +$489K 0.2% 88

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

Hotaling Investment Management's CAT Position: Q4 2022 in Review

Hotaling Investment Management reduced its Caterpillar (CAT) stake by 1.2% in Q4 2022, selling an estimated $6.31K and leaving 2,342 shares worth $561K. The position accounts for 0.25% of the portfolio, ranked #78.

Hotaling Investment Management first reported a position in CAT in Q1 2022 and has held it in 4 quarters since. 2,283 funds tracked by Wall St. Rank hold CAT as of Q4 2022.

  • Hotaling Investment Management held 2,342 shares of Caterpillar worth $561K as of Q4 2022.
  • Hotaling Investment Management sold 29 Caterpillar shares in Q4 2022, an estimated $6.31K.
  • Caterpillar made up 0.25% of Hotaling Investment Management's portfolio in Q4 2022, its #78 holding.
  • Hotaling Investment Management first reported a position in Caterpillar in Q1 2022 and has held it in 4 quarters since.
  • 2,283 funds tracked by Wall St. Rank held Caterpillar as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.