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James Reed Financial Services’s Caterpillar CAT Stock Holding History

James Reed Financial Services’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
-75
Closed -$15K – 38
2021
Q4 		$15K Buy
+75
New +$15.1K 0.01% 84

Other funds holding CAT

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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

James Reed Financial Services's CAT Position: Q1 2022 in Review

James Reed Financial Services sold out of Caterpillar (CAT) in Q1 2022, closing a stake of 75 shares — an estimated $15K sold.

James Reed Financial Services first reported a position in CAT in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 2,175 funds tracked by Wall St. Rank hold CAT as of Q1 2022.

  • James Reed Financial Services reported no remaining Caterpillar position as of Q1 2022 after selling out during the quarter.
  • James Reed Financial Services sold 75 Caterpillar shares in Q1 2022, an estimated $15K.
  • James Reed Financial Services first reported a position in Caterpillar in Q4 2021 and held it in 1 quarter.
  • James Reed Financial Services's Caterpillar position peaked at $15K in Q4 2021.
  • 2,175 funds tracked by Wall St. Rank held Caterpillar as of Q1 2022.

Based on James Reed Financial Services's 13F filing for Q1 2022, filed 26 Apr 2022.