MFW
CAT icon

Meristem Family Wealth’s Caterpillar CAT Stock Holding History

Meristem Family Wealth’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 		– Sell
-2,013
Closed -$386K – 399
2021
Q3 		$386K Buy
2,013
+392
+24% +$81.6K 0.04% 263
2021
Q2 		$353K Buy
+1,621
New +$374K 0.06% 225
2016
Q4 		– Sell
-2,931
Closed -$260K – 113
2016
Q3 		$260K Buy
+2,931
New +$240K 0.11% 94

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Meristem Family Wealth's CAT Position: Q4 2021 in Review

Meristem Family Wealth sold out of Caterpillar (CAT) in Q4 2021, closing a stake of 2,013 shares — an estimated $386K sold.

Meristem Family Wealth first reported a position in CAT in Q3 2016 and held it in 3 quarters. The position peaked at $386K in Q3 2021. 2,158 funds tracked by Wall St. Rank hold CAT as of Q4 2021.

  • Meristem Family Wealth reported no remaining Caterpillar position as of Q4 2021 after selling out during the quarter.
  • Meristem Family Wealth sold 2,013 Caterpillar shares in Q4 2021, an estimated $386K.
  • Meristem Family Wealth first reported a position in Caterpillar in Q3 2016 and held it in 3 quarters.
  • Meristem Family Wealth's Caterpillar position peaked at $386K in Q3 2021.
  • 2,158 funds tracked by Wall St. Rank held Caterpillar as of Q4 2021.

Based on Meristem Family Wealth's 13F filing for Q4 2021, filed 10 Feb 2022.