MFM
CAT icon

MD Financial Management’s Caterpillar CAT Stock Holding History

MD Financial 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
2021
Q4 		$41K Hold
200
– – ﹤0.01% 285
2021
Q3 		$38K Hold
200
– – ﹤0.01% 274
2021
Q2 		$44K Hold
200
– – ﹤0.01% 270
2021
Q1 		$46K Sell
200
-110
-35% -$22.8K ﹤0.01% 198
2020
Q4 		$56K Buy
+310
New +$52.6K ﹤0.01% 65

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

MD Financial Management's CAT Position: Q4 2021 in Review

MD Financial Management held its Caterpillar (CAT) position steady in Q4 2021 at 200 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

MD Financial Management first reported a position in CAT in Q4 2020 and has held it in 5 quarters since. The position peaked at $56K in Q4 2020. 2,157 funds tracked by Wall St. Rank hold CAT as of Q4 2021.

  • MD Financial Management held 200 shares of Caterpillar worth $41K as of Q4 2021.
  • MD Financial Management left its Caterpillar share count unchanged in Q4 2021.
  • Caterpillar made up ﹤0.01% of MD Financial Management's portfolio in Q4 2021, its #285 holding.
  • MD Financial Management first reported a position in Caterpillar in Q4 2020 and has held it in 5 quarters since.
  • MD Financial Management's Caterpillar position peaked at $56K in Q4 2020.
  • 2,157 funds tracked by Wall St. Rank held Caterpillar as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.