IF
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Ironwood Financial’s Caterpillar CAT Stock Holding History

Ironwood Financial’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
2021
Q4 		– Sell
-33
Closed -$6K – 177
2021
Q3 		$6K Hold
33
– – ﹤0.01% 416
2021
Q2 		$7K Hold
33
– – ﹤0.01% 397
2021
Q1 		$8K Hold
33
– – ﹤0.01% 356
2020
Q4 		$6K Hold
33
– – ﹤0.01% 363
2020
Q3 		$5K Hold
33
– – ﹤0.01% 320
2020
Q2 		$4K Hold
33
– – ﹤0.01% 323
2020
Q1 		$4K Buy
+33
New +$4.21K ﹤0.01% 283

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Ironwood Financial's CAT Position: Q4 2021 in Review

Ironwood Financial sold out of Caterpillar (CAT) in Q4 2021, closing a stake of 33 shares — an estimated $6K sold.

Ironwood Financial first reported a position in CAT in Q1 2020 and held it in 7 quarters. The position peaked at $8K in Q1 2021. 2,157 funds tracked by Wall St. Rank hold CAT as of Q4 2021.

  • Ironwood Financial reported no remaining Caterpillar position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 33 Caterpillar shares in Q4 2021, an estimated $6K.
  • Ironwood Financial first reported a position in Caterpillar in Q1 2020 and held it in 7 quarters.
  • Ironwood Financial's Caterpillar position peaked at $8K in Q1 2021.
  • 2,157 funds tracked by Wall St. Rank held Caterpillar as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.