IA
CAT icon

IndexIQ Advisors’s Caterpillar CAT Stock Holding History

IndexIQ 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
Q1 		$3.47M Buy
15,565
+2,963
+24% +$621K 0.12% 171
2021
Q4 		$2.6M Buy
12,602
+319
+3% +$64.2K 0.09% 205
2021
Q3 		$2.36M Sell
12,283
-185
-1% -$38.5K 0.08% 223
2021
Q2 		$2.71M Sell
12,468
-172
-1% -$39.7K 0.09% 200
2021
Q1 		$2.93M Buy
+12,640
New +$2.62M 0.1% 185

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IndexIQ Advisors's CAT Position: Q1 2022 in Review

IndexIQ Advisors increased its Caterpillar (CAT) stake by 24% in Q1 2022, buying an estimated $621K and bringing the position to 15,565 shares worth $3.47M. The position accounts for 0.12% of the portfolio, ranked #171.

IndexIQ Advisors first reported a position in CAT in Q1 2021 and has held it in 5 quarters since. 2,174 funds tracked by Wall St. Rank hold CAT as of Q1 2022.

  • IndexIQ Advisors held 15,565 shares of Caterpillar worth $3.47M as of Q1 2022.
  • IndexIQ Advisors bought 2,963 Caterpillar shares in Q1 2022, an estimated $621K.
  • Caterpillar made up 0.12% of IndexIQ Advisors's portfolio in Q1 2022, its #171 holding.
  • IndexIQ Advisors first reported a position in Caterpillar in Q1 2021 and has held it in 5 quarters since.
  • 2,174 funds tracked by Wall St. Rank held Caterpillar as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.