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Mariner Independent Advisor Network’s Caterpillar CAT Stock Holding History

Mariner Independent Advisor Network’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 		$3.63M Sell
22,111
-156
-0.7% -$28.5K 0.16% 148
2022
Q2 		$3.99M Buy
22,267
+3,912
+21% +$824K 0.17% 141
2022
Q1 		$4.07M Buy
18,355
+5,129
+39% +$1.08M 0.16% 149
2021
Q4 		$2.74M Sell
13,226
-595
-4% -$120K 0.13% 181
2021
Q3 		$2.7M Buy
13,821
+1,191
+9% +$248K 0.13% 175
2021
Q2 		$2.75M Buy
12,630
+1,565
+14% +$361K 0.12% 185
2021
Q1 		$2.57M Sell
11,065
-983
-8% -$204K 0.13% 160
2020
Q4 		$2.19M Buy
+12,048
New +$2.04M 0.12% 186
2020
Q2 		– Sell
-15,976
Closed -$1.8M – 317
2020
Q1 		$1.8M Buy
15,976
+178
+1% +$22.7K 0.16% 141
2019
Q4 		$2.34M Buy
15,798
+17
+0.1% +$2.37K 0.17% 132
2019
Q3 		$1.95M Buy
15,781
+4,496
+40% +$571K 0.15% 164
2019
Q2 		$1.53M Sell
11,285
-687
-6% -$90.8K 0.12% 188
2019
Q1 		$1.66M Sell
11,972
-1,854
-13% -$246K 0.14% 162
2018
Q4 		$1.81M Buy
+13,826
New +$1.8M 0.16% 145
2018
Q3 		– Sell
-25,315
Closed -$3.43M – 232
2018
Q2 		$3.43M Sell
25,315
-24,947
-50% -$3.73M 0.61% 45
2018
Q1 		$7.41M Buy
50,262
+15,095
+43% +$2.38M 0.46% 52
2017
Q4 		$5.54M Buy
35,167
+11,535
+49% +$1.6M 0.58% 39
2017
Q3 		$2.95M Buy
+23,632
New +$2.72M 0.48% 56
2015
Q1 		– Sell
-2,770
Closed -$254K – 92
2014
Q4 		$254K Buy
+2,770
New +$270K 0.12% 138
2014
Q3 		– Sell
-2,724
Closed -$296K – 141
2014
Q2 		$296K Buy
+2,724
New +$286K 0.15% 92

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
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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Independent Advisor Network's CAT Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Caterpillar (CAT) stake by 0.7% in Q3 2022, selling an estimated $28.5K and leaving 22,111 shares worth $3.63M. The position accounts for 0.16% of the portfolio, ranked #148.

Mariner Independent Advisor Network first reported a position in CAT in Q2 2014 and has held it in 20 quarters since. The position peaked at $7.41M in Q1 2018. 1,989 funds tracked by Wall St. Rank hold CAT as of Q3 2022.

  • Mariner Independent Advisor Network held 22,111 shares of Caterpillar worth $3.63M as of Q3 2022.
  • Mariner Independent Advisor Network sold 156 Caterpillar shares in Q3 2022, an estimated $28.5K.
  • Caterpillar made up 0.16% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #148 holding.
  • Mariner Independent Advisor Network first reported a position in Caterpillar in Q2 2014 and has held it in 20 quarters since.
  • Mariner Independent Advisor Network's Caterpillar position peaked at $7.41M in Q1 2018.
  • 1,989 funds tracked by Wall St. Rank held Caterpillar as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.