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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
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 $34.4B AUM 26.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Landmark Financial Advisors's CAT Position: Q4 2023 in Review

Landmark Financial Advisors reduced its Caterpillar (CAT) stake by 4.5% in Q4 2023, selling an estimated $15.6K and leaving 1,267 shares worth $375K. The position accounts for 0.13% of the portfolio, ranked #65.

Landmark Financial Advisors first reported a position in CAT in Q4 2020 and has held it in 13 quarters since. The position peaked at $477K in Q4 2022. 2,580 funds tracked by Wall St. Rank hold CAT as of Q4 2023.

  • Landmark Financial Advisors held 1,267 shares of Caterpillar worth $375K as of Q4 2023.
  • Landmark Financial Advisors sold 60 Caterpillar shares in Q4 2023, an estimated $15.6K.
  • Caterpillar made up 0.13% of Landmark Financial Advisors's portfolio in Q4 2023, its #65 holding.
  • Landmark Financial Advisors first reported a position in Caterpillar in Q4 2020 and has held it in 13 quarters since.
  • Landmark Financial Advisors's Caterpillar position peaked at $477K in Q4 2022.
  • 2,580 funds tracked by Wall St. Rank held Caterpillar as of Q4 2023.

Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.