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 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return