Landsberg Bennett & Dubbaneh’s Caterpillar CAT Stock Holding History

Landsberg Bennett & Dubbaneh’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
2021 Q3	$302K	Buy	1,556 +11	+0.7%	+$2.29K	0.04%	233
2021 Q2	$332K	Buy	1,545 +5	+0.3%	+$1.16K	0.04%	220
2021 Q1	$358K	Sell	1,540 -7	-0.5%	-$1.45K	0.05%	194
2020 Q4	$282K	Buy	1,547 +14	+0.9%	+$2.37K	0.04%	184
2020 Q3	$226K	Buy	+1,533	New	+$215K	0.04%	190
2020 Q1	–	Sell	-2,560	Closed	-$378K	–	156
2019 Q4	$378K	Sell	2,560 -3,505	-58%	-$489K	0.09%	187
2019 Q3	$768K	Sell	6,065 -217	-3%	-$27.6K	0.21%	109
2019 Q2	$858K	Buy	6,282 +3	+0%	+$396	0.22%	106
2019 Q1	$874K	Buy	+6,279	New	+$834K	0.21%	116

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Landsberg Bennett & Dubbaneh's CAT Position: Q3 2021 in Review

Landsberg Bennett & Dubbaneh increased its Caterpillar (CAT) stake by 0.71% in Q3 2021, buying an estimated $2.29K and bringing the position to 1,556 shares worth $302K. The position accounts for 0.04% of the portfolio, ranked #233.

Landsberg Bennett & Dubbaneh first reported a position in CAT in Q1 2019 and has held it in 9 quarters since. The position peaked at $874K in Q1 2019. 1,938 funds tracked by Wall St. Rank hold CAT as of Q3 2021.

Landsberg Bennett & Dubbaneh held 1,556 shares of Caterpillar worth $302K as of Q3 2021.
Landsberg Bennett & Dubbaneh bought 11 Caterpillar shares in Q3 2021, an estimated $2.29K.
Caterpillar made up 0.04% of Landsberg Bennett & Dubbaneh's portfolio in Q3 2021, its #233 holding.
Landsberg Bennett & Dubbaneh first reported a position in Caterpillar in Q1 2019 and has held it in 9 quarters since.
Landsberg Bennett & Dubbaneh's Caterpillar position peaked at $874K in Q1 2019.
1,938 funds tracked by Wall St. Rank held Caterpillar as of Q3 2021.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q3 2021, filed 29 Oct 2021.