Princeton Portfolio Strategies Group’s Caterpillar CAT Stock Holding History

Princeton Portfolio Strategies Group’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 Q2	–	Sell	-1,180	Closed	-$274K	–	143
2021 Q1	$274K	Hold	1,180	–	–	0.05%	140
2020 Q4	$215K	Buy	+1,180	New	+$200K	0.04%	151
2018 Q1	–	Sell	-2,980	Closed	-$470K	–	153
2017 Q4	$470K	Hold	2,980	–	–	0.13%	119
2017 Q3	$372K	Hold	2,980	–	–	0.1%	140
2017 Q2	$320K	Hold	2,980	–	–	0.09%	138
2017 Q1	$276K	Hold	2,980	–	–	0.08%	148
2016 Q4	$276K	Hold	2,980	–	–	0.09%	135
2016 Q3	$265K	Hold	2,980	–	–	0.08%	128
2016 Q2	$226K	Hold	2,980	–	–	0.07%	132
2016 Q1	$228K	Hold	2,980	–	–	0.08%	130
2015 Q4	$203K	Buy	+2,980	New	+$208K	0.07%	131
2014 Q3	–	Sell	-2,980	Closed	-$324K	–	115
2014 Q2	$324K	Sell	2,980 -3,837	-56%	-$403K	0.14%	103
2014 Q1	$677K	Buy	6,817 +1,250	+22%	+$118K	0.45%	76
2013 Q4	$506K	Hold	5,567	–	–	0.34%	82
2013 Q3	$464K	Buy	5,567 +100	+2%	+$8.46K	0.34%	79
2013 Q2	$451K	Buy	+5,467	New	+$465K	0.37%	75

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Princeton Portfolio Strategies Group's CAT Position: Q2 2021 in Review

Princeton Portfolio Strategies Group sold out of Caterpillar (CAT) in Q2 2021, closing a stake of 1,180 shares — an estimated $274K sold.

Princeton Portfolio Strategies Group first reported a position in CAT in Q2 2013 and held it in 16 quarters. The position peaked at $677K in Q1 2014. 2,022 funds tracked by Wall St. Rank hold CAT as of Q2 2021.

Princeton Portfolio Strategies Group reported no remaining Caterpillar position as of Q2 2021 after selling out during the quarter.
Princeton Portfolio Strategies Group sold 1,180 Caterpillar shares in Q2 2021, an estimated $274K.
Princeton Portfolio Strategies Group first reported a position in Caterpillar in Q2 2013 and held it in 16 quarters.
Princeton Portfolio Strategies Group's Caterpillar position peaked at $677K in Q1 2014.
2,022 funds tracked by Wall St. Rank held Caterpillar as of Q2 2021.

Based on Princeton Portfolio Strategies Group's 13F filing for Q2 2021, filed 2 Aug 2021.