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Industrial Alliance Investment Management’s Caterpillar CAT Stock Holding History

Industrial Alliance 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
2023
Q2 		– Sell
-6,055
Closed -$1.39M – 218
2023
Q1 		$1.39M Sell
6,055
-9,015
-60% -$2.18M 0.04% 264
2022
Q4 		$3.61M Buy
+15,070
New +$3.28M 0.1% 170
2022
Q1 		– Sell
-1,524
Closed -$315K – 423
2021
Q4 		$315K Buy
+1,524
New +$307K 0.01% 325

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 $336B AUM 34.66% 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

Industrial Alliance Investment Management's CAT Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Caterpillar (CAT) in Q2 2023, closing a stake of 6,055 shares — an estimated $1.39M sold.

Industrial Alliance Investment Management first reported a position in CAT in Q4 2021 and held it in 3 quarters. The position peaked at $3.61M in Q4 2022. 2,322 funds tracked by Wall St. Rank hold CAT as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Caterpillar position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 6,055 Caterpillar shares in Q2 2023, an estimated $1.39M.
  • Industrial Alliance Investment Management first reported a position in Caterpillar in Q4 2021 and held it in 3 quarters.
  • Industrial Alliance Investment Management's Caterpillar position peaked at $3.61M in Q4 2022.
  • 2,322 funds tracked by Wall St. Rank held Caterpillar as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.