HYA Advisors’s Caterpillar CAT Stock Holding History

HYA Advisors’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 Q2	$878K	Sell	4,913 -101	-2%	-$21.3K	0.34%	54
2022 Q1	$1.12M	Buy	5,014 +19	+0.4%	+$3.98K	0.39%	47
2021 Q4	$1.03M	Sell	4,995 -4	-0.1%	-$805	0.37%	47
2021 Q3	$964K	Buy	4,999 +128	+3%	+$26.7K	0.39%	48
2021 Q2	$1.06M	Sell	4,871 -217	-4%	-$50.1K	0.44%	40
2021 Q1	$1.18M	Buy	5,088 +20	+0.4%	+$4.14K	0.56%	38
2020 Q4	$922K	Buy	5,068 +384	+8%	+$65.1K	0.49%	41
2020 Q3	$699K	Buy	4,684 +378	+9%	+$53.1K	0.42%	45
2020 Q2	$545K	Buy	4,306 +154	+4%	+$18.3K	0.36%	51
2020 Q1	$482K	Sell	4,152 -148	-3%	-$18.9K	0.4%	48
2019 Q4	$635K	Buy	+4,300	New	+$600K	0.41%	47

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HYA Advisors's CAT Position: Q2 2022 in Review

HYA Advisors reduced its Caterpillar (CAT) stake by 2% in Q2 2022, selling an estimated $21.3K and leaving 4,913 shares worth $878K. The position accounts for 0.34% of the portfolio, ranked #54.

HYA Advisors first reported a position in CAT in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.18M in Q1 2021. 2,072 funds tracked by Wall St. Rank hold CAT as of Q2 2022.

HYA Advisors held 4,913 shares of Caterpillar worth $878K as of Q2 2022.
HYA Advisors sold 101 Caterpillar shares in Q2 2022, an estimated $21.3K.
Caterpillar made up 0.34% of HYA Advisors's portfolio in Q2 2022, its #54 holding.
HYA Advisors first reported a position in Caterpillar in Q4 2019 and has held it in 11 quarters since.
HYA Advisors's Caterpillar position peaked at $1.18M in Q1 2021.
2,072 funds tracked by Wall St. Rank held Caterpillar as of Q2 2022.

Based on HYA Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.