QCM
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Quest Capital Management’s Caterpillar CAT Stock Holding History

Quest Capital Management’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
Q4 		$238K Hold
1,149
– – 0.04% 279
2021
Q3 		$221K Sell
1,149
-597
-34% -$124K 0.04% 273
2021
Q2 		$380K Sell
1,746
-167
-9% -$38.6K 0.08% 174
2021
Q1 		$444K Buy
1,913
+27
+1% +$5.59K 0.1% 136
2020
Q4 		$343K Sell
1,886
-70
-4% -$11.9K 0.08% 156
2020
Q3 		$292K Buy
+1,956
New +$275K 0.08% 158

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Quest Capital Management's CAT Position: Q4 2021 in Review

Quest Capital Management held its Caterpillar (CAT) position steady in Q4 2021 at 1,149 shares worth $238K. The position accounts for 0.04% of the portfolio, ranked #279.

Quest Capital Management first reported a position in CAT in Q3 2020 and has held it in 6 quarters since. The position peaked at $444K in Q1 2021. 2,157 funds tracked by Wall St. Rank hold CAT as of Q4 2021.

  • Quest Capital Management held 1,149 shares of Caterpillar worth $238K as of Q4 2021.
  • Quest Capital Management left its Caterpillar share count unchanged in Q4 2021.
  • Caterpillar made up 0.04% of Quest Capital Management's portfolio in Q4 2021, its #279 holding.
  • Quest Capital Management first reported a position in Caterpillar in Q3 2020 and has held it in 6 quarters since.
  • Quest Capital Management's Caterpillar position peaked at $444K in Q1 2021.
  • 2,157 funds tracked by Wall St. Rank held Caterpillar as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.