NBW Capital’s Caterpillar CAT Stock Holding History

NBW Capital’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
2023 Q1	–	Sell	-1,201	Closed	-$288K	–	111
2022 Q4	$288K	Buy	+1,201	New	+$261K	0.07%	81

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

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NBW Capital's CAT Position: Q1 2023 in Review

NBW Capital sold out of Caterpillar (CAT) in Q1 2023, closing a stake of 1,201 shares — an estimated $288K sold.

NBW Capital first reported a position in CAT in Q4 2022 and held it in 1 quarter. The position peaked at $288K in Q4 2022. 2,279 funds tracked by Wall St. Rank hold CAT as of Q1 2023.

NBW Capital reported no remaining Caterpillar position as of Q1 2023 after selling out during the quarter.
NBW Capital sold 1,201 Caterpillar shares in Q1 2023, an estimated $288K.
NBW Capital first reported a position in Caterpillar in Q4 2022 and held it in 1 quarter.
NBW Capital's Caterpillar position peaked at $288K in Q4 2022.
2,279 funds tracked by Wall St. Rank held Caterpillar as of Q1 2023.

Based on NBW Capital's 13F filing for Q1 2023, filed 11 May 2023.