Mercer Capital Advisers’s Caterpillar CAT Stock Holding History

Mercer Capital Advisers’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	$48K	Hold	250	–	–	0.03%	141
2021 Q2	$54K	Sell	250 -50	-17%	-$11.5K	0.03%	149
2021 Q1	$70K	Buy	300 +50	+20%	+$10.4K	0.04%	139
2020 Q4	$46K	Hold	250	–	–	0.03%	144
2020 Q3	$37K	Hold	250	–	–	0.02%	149
2020 Q2	$32K	Hold	250	–	–	0.02%	149
2020 Q1	$20K	Buy	250 +100	+67%	+$12.8K	0.01%	158
2019 Q4	$22K	Hold	150	–	–	0.01%	168
2019 Q3	$19K	Hold	150	–	–	0.01%	174
2019 Q2	$20K	Hold	150	–	–	0.01%	175
2019 Q1	$20K	Hold	150	–	–	0.01%	177
2018 Q4	$19K	Hold	150	–	–	0.01%	178
2018 Q3	$23K	Hold	150	–	–	0.02%	173
2018 Q2	$20K	Hold	150	–	–	0.01%	189
2018 Q1	$22K	Hold	150	–	–	0.02%	179
2017 Q4	$23K	Hold	150	–	–	0.02%	177
2017 Q3	$19K	Hold	150	–	–	0.01%	193
2017 Q2	$16K	Hold	150	–	–	0.01%	207
2017 Q1	$14K	Hold	150	–	–	0.01%	212
2016 Q4	$14K	Hold	150	–	–	0.01%	213
2016 Q3	$13K	Hold	150	–	–	0.01%	229
2016 Q2	$11K	Hold	150	–	–	0.01%	232
2016 Q1	$11K	Hold	150	–	–	0.01%	228
2015 Q4	$10K	Hold	150	–	–	0.01%	242
2015 Q3	$10K	Hold	150	–	–	0.01%	235
2015 Q2	$13K	Hold	150	–	–	0.01%	236
2015 Q1	$12K	Hold	150	–	–	0.01%	242
2014 Q4	$14K	Buy	+150	New	+$14.6K	0.01%	230

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Mercer Capital Advisers's CAT Position: Q3 2021 in Review

Mercer Capital Advisers held its Caterpillar (CAT) position steady in Q3 2021 at 250 shares worth $48K. The position accounts for 0.03% of the portfolio, ranked #141.

Mercer Capital Advisers first reported a position in CAT in Q4 2014 and has held it in 28 quarters since. The position peaked at $70K in Q1 2021. 1,937 funds tracked by Wall St. Rank hold CAT as of Q3 2021.

Mercer Capital Advisers held 250 shares of Caterpillar worth $48K as of Q3 2021.
Mercer Capital Advisers left its Caterpillar share count unchanged in Q3 2021.
Caterpillar made up 0.03% of Mercer Capital Advisers's portfolio in Q3 2021, its #141 holding.
Mercer Capital Advisers first reported a position in Caterpillar in Q4 2014 and has held it in 28 quarters since.
Mercer Capital Advisers's Caterpillar position peaked at $70K in Q1 2021.
1,937 funds tracked by Wall St. Rank held Caterpillar as of Q3 2021.

Based on Mercer Capital Advisers's 13F filing for Q3 2021, filed 27 Oct 2021.