MAM
CAT icon

Myriad Asset Management’s Caterpillar CAT Stock Holding History

Myriad Asset 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 		– Sell
-35,925
Closed -$6.9M – 156
2021
Q3 		$6.9M Buy
35,925
+22,800
+174% +$4.75M 0.71% 28
2021
Q2 		$2.86M Buy
+13,125
New +$3.03M 0.21% 68

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

Myriad Asset Management's CAT Position: Q4 2021 in Review

Myriad Asset Management sold out of Caterpillar (CAT) in Q4 2021, closing a stake of 35,925 shares — an estimated $6.9M sold.

Myriad Asset Management first reported a position in CAT in Q2 2021 and held it in 2 quarters. The position peaked at $6.9M in Q3 2021. 2,157 funds tracked by Wall St. Rank hold CAT as of Q4 2021.

  • Myriad Asset Management reported no remaining Caterpillar position as of Q4 2021 after selling out during the quarter.
  • Myriad Asset Management sold 35,925 Caterpillar shares in Q4 2021, an estimated $6.9M.
  • Myriad Asset Management first reported a position in Caterpillar in Q2 2021 and held it in 2 quarters.
  • Myriad Asset Management's Caterpillar position peaked at $6.9M in Q3 2021.
  • 2,157 funds tracked by Wall St. Rank held Caterpillar as of Q4 2021.

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