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Investors Financial Group’s Caterpillar CAT Stock Holding History

Investors Financial Group’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 		– Sell
-3,107
Closed -$642K – 30
2021
Q4 		$642K Buy
3,107
+621
+25% +$125K 0.3% 88
2021
Q3 		$477K Sell
2,486
-39
-2% -$8.12K 0.25% 110
2021
Q2 		$550K Buy
2,525
+471
+23% +$109K 0.3% 93
2021
Q1 		$476K Buy
2,054
+896
+77% +$185K 0.28% 96
2020
Q4 		$211K Buy
+1,158
New +$196K 0.14% 152

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

Investors Financial Group's CAT Position: Q1 2022 in Review

Investors Financial Group sold out of Caterpillar (CAT) in Q1 2022, closing a stake of 3,107 shares — an estimated $642K sold.

Investors Financial Group first reported a position in CAT in Q4 2020 and held it in 5 quarters. The position peaked at $642K in Q4 2021. 2,174 funds tracked by Wall St. Rank hold CAT as of Q1 2022.

  • Investors Financial Group reported no remaining Caterpillar position as of Q1 2022 after selling out during the quarter.
  • Investors Financial Group sold 3,107 Caterpillar shares in Q1 2022, an estimated $642K.
  • Investors Financial Group first reported a position in Caterpillar in Q4 2020 and held it in 5 quarters.
  • Investors Financial Group's Caterpillar position peaked at $642K in Q4 2021.
  • 2,174 funds tracked by Wall St. Rank held Caterpillar as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.