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Lederer & Associates Investment Counsel’s Caterpillar CAT Stock Holding History

Lederer & Associates Investment Counsel’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
Q2 		– Sell
-360
Closed -$83.5K – 96
2021
Q1 		$83.5K Buy
+360
New +$74.5K 0.06% 96
2020
Q2 		– Sell
-1,725
Closed -$200K – 80
2020
Q1 		$200K Buy
+1,725
New +$220K 0.23% 77

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Lederer & Associates Investment Counsel's CAT Position: Q2 2021 in Review

Lederer & Associates Investment Counsel sold out of Caterpillar (CAT) in Q2 2021, closing a stake of 360 shares — an estimated $83.5K sold.

Lederer & Associates Investment Counsel first reported a position in CAT in Q1 2020 and held it in 2 quarters. The position peaked at $200K in Q1 2020. 2,022 funds tracked by Wall St. Rank hold CAT as of Q2 2021.

  • Lederer & Associates Investment Counsel reported no remaining Caterpillar position as of Q2 2021 after selling out during the quarter.
  • Lederer & Associates Investment Counsel sold 360 Caterpillar shares in Q2 2021, an estimated $83.5K.
  • Lederer & Associates Investment Counsel first reported a position in Caterpillar in Q1 2020 and held it in 2 quarters.
  • Lederer & Associates Investment Counsel's Caterpillar position peaked at $200K in Q1 2020.
  • 2,022 funds tracked by Wall St. Rank held Caterpillar as of Q2 2021.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2021, filed 23 Jul 2021.