KCM
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Karp Capital Management’s Caterpillar CAT Stock Holding History

Karp Capital 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
2022
Q3 		– Sell
-15,112
Closed -$2.7M – 124
2022
Q2 		$2.7M Buy
15,112
+135
+0.9% +$28.4K 0.48% 71
2022
Q1 		$3.34M Buy
+14,977
New +$3.14M 0.49% 66
2019
Q1 		– Sell
-75
Closed -$10K – 147
2018
Q4 		$10K Buy
+75
New +$9.76K ﹤0.01% 265
2018
Q3 		– Sell
-2,788
Closed -$378K – 115
2018
Q2 		$378K Buy
2,788
+1,225
+78% +$183K 0.15% 99
2018
Q1 		$230K Buy
+1,563
New +$247K 0.09% 112

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
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
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

Karp Capital Management's CAT Position: Q3 2022 in Review

Karp Capital Management sold out of Caterpillar (CAT) in Q3 2022, closing a stake of 15,112 shares — an estimated $2.7M sold.

Karp Capital Management first reported a position in CAT in Q1 2018 and held it in 5 quarters. The position peaked at $3.34M in Q1 2022. 1,988 funds tracked by Wall St. Rank hold CAT as of Q3 2022.

  • Karp Capital Management reported no remaining Caterpillar position as of Q3 2022 after selling out during the quarter.
  • Karp Capital Management sold 15,112 Caterpillar shares in Q3 2022, an estimated $2.7M.
  • Karp Capital Management first reported a position in Caterpillar in Q1 2018 and held it in 5 quarters.
  • Karp Capital Management's Caterpillar position peaked at $3.34M in Q1 2022.
  • 1,988 funds tracked by Wall St. Rank held Caterpillar as of Q3 2022.

Based on Karp Capital Management's 13F filing for Q3 2022, filed 18 Oct 2022.