LFS Asset Management’s Caterpillar CAT Stock Holding History

LFS Asset Management’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
2022 Q3	–	Sell	-1,135	Closed	-$203K	–	50
2022 Q2	$203K	Buy	+1,135	New	+$239K	0.17%	56

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 $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

LFS Asset Management's CAT Position: Q3 2022 in Review

LFS Asset Management sold out of Caterpillar (CAT) in Q3 2022, closing a stake of 1,135 shares — an estimated $203K sold.

LFS Asset Management first reported a position in CAT in Q2 2022 and held it in 1 quarter. The position peaked at $203K in Q2 2022. 1,988 funds tracked by Wall St. Rank hold CAT as of Q3 2022.

LFS Asset Management reported no remaining Caterpillar position as of Q3 2022 after selling out during the quarter.
LFS Asset Management sold 1,135 Caterpillar shares in Q3 2022, an estimated $203K.
LFS Asset Management first reported a position in Caterpillar in Q2 2022 and held it in 1 quarter.
LFS Asset Management's Caterpillar position peaked at $203K in Q2 2022.
1,988 funds tracked by Wall St. Rank held Caterpillar as of Q3 2022.

Based on LFS Asset Management's 13F filing for Q3 2022, filed 5 Dec 2022.