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Kingsbury Capital Investment Advisors’s Caterpillar CAT Stock Holding History

Kingsbury Capital Investment Advisors’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
Q2 		– Sell
-1,001
Closed -$223K – 97
2022
Q1 		$223K Buy
+1,001
New +$210K 0.25% 81

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kingsbury Capital Investment Advisors's CAT Position: Q2 2022 in Review

Kingsbury Capital Investment Advisors sold out of Caterpillar (CAT) in Q2 2022, closing a stake of 1,001 shares — an estimated $223K sold.

Kingsbury Capital Investment Advisors first reported a position in CAT in Q1 2022 and held it in 1 quarter. The position peaked at $223K in Q1 2022. 2,073 funds tracked by Wall St. Rank hold CAT as of Q2 2022.

  • Kingsbury Capital Investment Advisors reported no remaining Caterpillar position as of Q2 2022 after selling out during the quarter.
  • Kingsbury Capital Investment Advisors sold 1,001 Caterpillar shares in Q2 2022, an estimated $223K.
  • Kingsbury Capital Investment Advisors first reported a position in Caterpillar in Q1 2022 and held it in 1 quarter.
  • Kingsbury Capital Investment Advisors's Caterpillar position peaked at $223K in Q1 2022.
  • 2,073 funds tracked by Wall St. Rank held Caterpillar as of Q2 2022.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.