M
CAT icon

Mirova’s Caterpillar CAT Stock Holding History

Mirova’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
-1,579
Closed -$303K – 182
2021
Q3 		$303K Buy
1,579
+140
+10% +$29.2K 0.04% 129
2021
Q2 		$313K Hold
1,439
– – 0.04% 122
2021
Q1 		$333K Buy
1,439
+233
+19% +$48.2K 0.04% 118
2020
Q4 		$219K Buy
+1,206
New +$205K 0.03% 116
2020
Q3 		– Sell
-1,182
Closed -$150K – 204
2020
Q2 		$150K Sell
1,182
-33
-3% -$3.91K 0.03% 72
2020
Q1 		$141K Sell
1,215
-657
-35% -$83.9K 0.05% 69
2019
Q4 		$276K Buy
1,872
+463
+33% +$64.6K 0.1% 70
2019
Q3 		$178K Buy
1,409
+127
+10% +$16.1K 0.02% 75
2019
Q2 		$175K Hold
1,282
– – 0.02% 67
2019
Q1 		$174K Buy
1,282
+381
+42% +$50.6K 0.09% 50
2018
Q4 		$114K Buy
+901
New +$117K 0.05% 60

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

Mirova's CAT Position: Q4 2021 in Review

Mirova sold out of Caterpillar (CAT) in Q4 2021, closing a stake of 1,579 shares — an estimated $303K sold.

Mirova first reported a position in CAT in Q4 2018 and held it in 11 quarters. The position peaked at $333K in Q1 2021. 2,157 funds tracked by Wall St. Rank hold CAT as of Q4 2021.

  • Mirova reported no remaining Caterpillar position as of Q4 2021 after selling out during the quarter.
  • Mirova sold 1,579 Caterpillar shares in Q4 2021, an estimated $303K.
  • Mirova first reported a position in Caterpillar in Q4 2018 and held it in 11 quarters.
  • Mirova's Caterpillar position peaked at $333K in Q1 2021.
  • 2,157 funds tracked by Wall St. Rank held Caterpillar as of Q4 2021.

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