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Leo Brokerage’s Caterpillar CAT Stock Holding History

Leo Brokerage’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
Q2 		$721K Buy
2,932
+23
+0.8% +$5.13K 0.08% 149
2023
Q1 		$666K Buy
+2,909
New +$703K 0.1% 151
2022
Q2 		$322K Sell
1,801
-214
-11% -$45.1K 0.09% 129
2022
Q1 		$449K Buy
+2,015
New +$423K 0.07% 157
2021
Q3 		$390K Buy
2,032
+71
+4% +$14.8K 0.07% 123
2021
Q2 		$427K Sell
1,961
-130
-6% -$30K 0.09% 121
2021
Q1 		$485K Sell
2,091
-40
-2% -$8.28K 0.14% 99
2020
Q4 		$388K Sell
2,131
-638
-23% -$108K 0.13% 107
2020
Q3 		$350K Buy
+2,769
New +$389K 0.14% 85

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

Leo Brokerage's CAT Position: Q2 2023 in Review

Leo Brokerage increased its Caterpillar (CAT) stake by 0.79% in Q2 2023, buying an estimated $5.13K and bringing the position to 2,932 shares worth $721K. The position accounts for 0.08% of the portfolio, ranked #149.

Leo Brokerage first reported a position in CAT in Q3 2020 and has held it in 9 quarters since. 2,322 funds tracked by Wall St. Rank hold CAT as of Q2 2023.

  • Leo Brokerage held 2,932 shares of Caterpillar worth $721K as of Q2 2023.
  • Leo Brokerage bought 23 Caterpillar shares in Q2 2023, an estimated $5.13K.
  • Caterpillar made up 0.08% of Leo Brokerage's portfolio in Q2 2023, its #149 holding.
  • Leo Brokerage first reported a position in Caterpillar in Q3 2020 and has held it in 9 quarters since.
  • 2,322 funds tracked by Wall St. Rank held Caterpillar as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.