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Pictet Asset Management (UK)’s Caterpillar CAT Stock Holding History

Pictet Asset Management (UK)’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
Q1 		– Sell
-150,600
Closed -$27.4M – 1804
2020
Q4 		$27.4M Buy
+150,600
New +$25.5M 0.04% 424
2018
Q4 		– Sell
-268,500
Closed -$40.9M – 982
2018
Q3 		$40.9M Buy
+268,500
New +$38M 0.09% 277

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 $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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Pictet Asset Management (UK)'s CAT Position: Q2 2021 in Review

Pictet Asset Management (UK) reduced its Caterpillar (CAT) stake by 9.3% in Q2 2021, selling an estimated $6.37M and leaving 270,141 shares worth $58.8M. The position accounts for 0.06% of the portfolio, ranked #313.

Pictet Asset Management (UK) first reported a position in CAT in Q2 2013 and has held it in 33 quarters since. The position peaked at $69M in Q1 2021. 2,023 funds tracked by Wall St. Rank hold CAT as of Q2 2021.

  • Pictet Asset Management (UK) held 270,141 shares of Caterpillar worth $58.8M as of Q2 2021.
  • Pictet Asset Management (UK) sold 27,573 Caterpillar shares in Q2 2021, an estimated $6.37M.
  • Caterpillar made up 0.06% of Pictet Asset Management (UK)'s portfolio in Q2 2021, its #313 holding.
  • Pictet Asset Management (UK) first reported a position in Caterpillar in Q2 2013 and has held it in 33 quarters since.
  • Pictet Asset Management (UK)'s Caterpillar position peaked at $69M in Q1 2021.
  • 2,023 funds tracked by Wall St. Rank held Caterpillar as of Q2 2021.

Based on Pictet Asset Management (UK)'s 13F filing for Q2 2021, filed 16 Aug 2021.