Landmark Financial Advisors’s Caterpillar CAT Stock Holding History

Landmark Financial 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 Q4	$375K	Sell	1,267 -60	-5%	-$15.6K	0.13%	65
2023 Q3	$362K	Sell	1,327 -315	-19%	-$85.5K	0.15%	65
2023 Q2	$404K	Sell	1,642 -231	-12%	-$51.5K	0.17%	63
2023 Q1	$429K	Sell	1,873 -120	-6%	-$29K	0.19%	61
2022 Q4	$477K	Sell	1,993 -50	-2%	-$10.9K	0.22%	57
2022 Q3	$335K	Buy	2,043 +172	+9%	+$31.4K	0.18%	62
2022 Q2	$334K	Buy	1,871 +70	+4%	+$14.8K	0.16%	64
2022 Q1	$390K	Buy	1,801 +92	+5%	+$19.3K	0.19%	59
2021 Q4	$353K	Buy	1,709 +342	+25%	+$68.9K	0.16%	65
2021 Q3	$317K	Buy	1,367 +19	+1%	+$3.96K	0.17%	58
2021 Q2	$293K	Sell	1,348 -19	-1%	-$4.39K	0.14%	62
2021 Q1	$317K	Buy	1,367 +67	+5%	+$13.9K	0.17%	58
2020 Q4	$252K	Buy	+1,300	New	+$220K	0.14%	59

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 $5.7T 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

Morgan Stanley New York $1.66T AUM 25.57% 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return