PPSG
CAT icon

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
2017
Q2 		– Sell
-5,000
Closed -$464K – 168
2017
Q1 		$464K Buy
+5,000
New +$473K 0.14% 122

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
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 $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. 2,023 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.
  • 2,023 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.