McDaniel Terry & Co’s Caterpillar CAT Stock Holding History

McDaniel Terry & Co’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 Q2	–	Sell	-1,125	Closed	-$251K	–	96
2022 Q1	$251K	Buy	+1,125	New	+$236K	0.03%	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 $5.72T 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

McDaniel Terry & Co's CAT Position: Q2 2022 in Review

McDaniel Terry & Co sold out of Caterpillar (CAT) in Q2 2022, closing a stake of 1,125 shares — an estimated $251K sold.

McDaniel Terry & Co first reported a position in CAT in Q1 2022 and held it in 1 quarter. The position peaked at $251K in Q1 2022. 2,072 funds tracked by Wall St. Rank hold CAT as of Q2 2022.

McDaniel Terry & Co reported no remaining Caterpillar position as of Q2 2022 after selling out during the quarter.
McDaniel Terry & Co sold 1,125 Caterpillar shares in Q2 2022, an estimated $251K.
McDaniel Terry & Co first reported a position in Caterpillar in Q1 2022 and held it in 1 quarter.
McDaniel Terry & Co's Caterpillar position peaked at $251K in Q1 2022.
2,072 funds tracked by Wall St. Rank held Caterpillar as of Q2 2022.

Based on McDaniel Terry & Co's 13F filing for Q2 2022, filed 28 Jul 2022.