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QCM Cayman’s Caterpillar CAT Stock Holding History

QCM Cayman’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
-29,600
Closed -$2.75M – 187
2017
Q1 		$2.75M Buy
+29,600
New +$2.8M 0.52% 42
2016
Q2 		– Sell
-4,200
Closed -$321K – 295
2016
Q1 		$321K Sell
4,200
-3,200
-43% -$215K 0.22% 77
2015
Q4 		$503K Buy
+7,400
New +$517K 0.42% 36
2015
Q2 		– Sell
-6,300
Closed -$504K – 188
2015
Q1 		$504K Sell
6,300
-5,600
-47% -$465K 0.27% 59
2014
Q4 		$1.09M Buy
+11,900
New +$1.16M 0.45% 38
2014
Q3 		– Sell
-2,700
Closed -$293K – 207
2014
Q2 		$293K Buy
+2,700
New +$283K 0.14% 124
2014
Q1 		– Sell
-5,600
Closed -$509K – 287
2013
Q4 		$509K Buy
+5,600
New +$478K 0.16% 56
2013
Q3 		– Sell
-20,100
Closed -$1.66M – 179
2013
Q2 		$1.66M Buy
+20,100
New +$1.71M 1.26% 20

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

QCM Cayman's CAT Position: Q3 2024 in Review

QCM Cayman sold out of Caterpillar (CAT) in Q3 2024, closing a stake of 1,002 shares — an estimated $334K sold.

QCM Cayman first reported a position in CAT in Q3 2013 and held it in 6 quarters. The position peaked at $392K in Q1 2017. 2,828 funds tracked by Wall St. Rank hold CAT as of Q3 2024.

  • QCM Cayman reported no remaining Caterpillar position as of Q3 2024 after selling out during the quarter.
  • QCM Cayman sold 1,002 Caterpillar shares in Q3 2024, an estimated $334K.
  • QCM Cayman first reported a position in Caterpillar in Q3 2013 and held it in 6 quarters.
  • QCM Cayman's Caterpillar position peaked at $392K in Q1 2017.
  • 2,828 funds tracked by Wall St. Rank held Caterpillar as of Q3 2024.

Based on QCM Cayman's 13F filing for Q3 2024, filed 4 Nov 2024.