Kenfarb & Co’s Caterpillar CAT Stock Holding History

Kenfarb & Co’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	-500	Closed	-$103K	–	169
2021 Q4	$103K	Buy	+500	New	+$101K	0.08%	122

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kenfarb & Co's CAT Position: Q1 2022 in Review

Kenfarb & Co sold out of Caterpillar (CAT) in Q1 2022, closing a stake of 500 shares — an estimated $103K sold.

Kenfarb & Co first reported a position in CAT in Q4 2021 and held it in 1 quarter. The position peaked at $103K in Q4 2021. 2,174 funds tracked by Wall St. Rank hold CAT as of Q1 2022.

Kenfarb & Co reported no remaining Caterpillar position as of Q1 2022 after selling out during the quarter.
Kenfarb & Co sold 500 Caterpillar shares in Q1 2022, an estimated $103K.
Kenfarb & Co first reported a position in Caterpillar in Q4 2021 and held it in 1 quarter.
Kenfarb & Co's Caterpillar position peaked at $103K in Q4 2021.
2,174 funds tracked by Wall St. Rank held Caterpillar as of Q1 2022.

Based on Kenfarb & Co's 13F filing for Q1 2022, filed 16 May 2022.