IFO
CAT icon

Independent Family Office’s Caterpillar CAT Stock Holding History

Independent Family Office’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
Q3 		– Sell
-1,492
Closed -$267 – 69
2022
Q2 		$267 Buy
1,492
+8
+0.5% +$1.69K 0.13% 58
2022
Q1 		$331K Buy
+1,484
New +$311K 0.11% 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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Independent Family Office's CAT Position: Q3 2022 in Review

Independent Family Office sold out of Caterpillar (CAT) in Q3 2022, closing a stake of 1,492 shares — an estimated $267 sold.

Independent Family Office first reported a position in CAT in Q1 2022 and held it in 2 quarters. The position peaked at $331K in Q1 2022. 1,988 funds tracked by Wall St. Rank hold CAT as of Q3 2022.

  • Independent Family Office reported no remaining Caterpillar position as of Q3 2022 after selling out during the quarter.
  • Independent Family Office sold 1,492 Caterpillar shares in Q3 2022, an estimated $267.
  • Independent Family Office first reported a position in Caterpillar in Q1 2022 and held it in 2 quarters.
  • Independent Family Office's Caterpillar position peaked at $331K in Q1 2022.
  • 1,988 funds tracked by Wall St. Rank held Caterpillar as of Q3 2022.

Based on Independent Family Office's 13F filing for Q3 2022, filed 14 Nov 2022.