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Kraematon Investment Advisors’s Caterpillar CAT Stock Holding History

Kraematon 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
2023
Q1 		– Sell
-200
Closed -$47.9K – 99
2022
Q4 		$47.9K Buy
+200
New +$43.5K 0.05% 125

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

Kraematon Investment Advisors's CAT Position: Q1 2023 in Review

Kraematon Investment Advisors sold out of Caterpillar (CAT) in Q1 2023, closing a stake of 200 shares — an estimated $47.9K sold.

Kraematon Investment Advisors first reported a position in CAT in Q4 2022 and held it in 1 quarter. The position peaked at $47.9K in Q4 2022. 2,279 funds tracked by Wall St. Rank hold CAT as of Q1 2023.

  • Kraematon Investment Advisors reported no remaining Caterpillar position as of Q1 2023 after selling out during the quarter.
  • Kraematon Investment Advisors sold 200 Caterpillar shares in Q1 2023, an estimated $47.9K.
  • Kraematon Investment Advisors first reported a position in Caterpillar in Q4 2022 and held it in 1 quarter.
  • Kraematon Investment Advisors's Caterpillar position peaked at $47.9K in Q4 2022.
  • 2,279 funds tracked by Wall St. Rank held Caterpillar as of Q1 2023.

Based on Kraematon Investment Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.