KHC
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Koesten Hirschmann & Crabtree’s Caterpillar CAT Stock Holding History

Koesten Hirschmann & Crabtree’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
2023
Q2 		– Sell
-162
Closed -$37.1K – 181
2023
Q1 		$37.1K Buy
162
+2
+1% +$484 0.03% 74
2022
Q4 		$38.3K Buy
+160
New +$34.8K 0.03% 71

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koesten Hirschmann & Crabtree's CAT Position: Q2 2023 in Review

Koesten Hirschmann & Crabtree sold out of Caterpillar (CAT) in Q2 2023, closing a stake of 162 shares — an estimated $37.1K sold.

Koesten Hirschmann & Crabtree first reported a position in CAT in Q4 2022 and held it in 2 quarters. The position peaked at $38.3K in Q4 2022. 2,321 funds tracked by Wall St. Rank hold CAT as of Q2 2023.

  • Koesten Hirschmann & Crabtree reported no remaining Caterpillar position as of Q2 2023 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 162 Caterpillar shares in Q2 2023, an estimated $37.1K.
  • Koesten Hirschmann & Crabtree first reported a position in Caterpillar in Q4 2022 and held it in 2 quarters.
  • Koesten Hirschmann & Crabtree's Caterpillar position peaked at $38.3K in Q4 2022.
  • 2,321 funds tracked by Wall St. Rank held Caterpillar as of Q2 2023.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2023, filed 26 Jul 2023.