LFF
CAT icon

Level Four Financial’s Caterpillar CAT Stock Holding History

Level Four Financial’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 		$417K Sell
2,170
-340
-14% -$70.8K 0.18% 141
2021
Q2 		$546K Sell
2,510
-73
-3% -$16.9K 0.23% 114
2021
Q1 		$599K Sell
2,583
-567
-18% -$117K 0.28% 102
2020
Q4 		$573K Buy
+3,150
New +$534K 0.25% 113

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State Farm Mutual Automobile Insurance
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Gates Foundation Trust
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return