Rather & Kittrell’s Caterpillar CAT Stock Holding History

Rather & Kittrell’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
2022 Q1	–	Sell	-40	Closed	-$8K	–	92
2021 Q4	$8K	Buy	+40	New	+$8.05K	0.01%	233

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rather & Kittrell's CAT Position: Q1 2022 in Review

Rather & Kittrell sold out of Caterpillar (CAT) in Q1 2022, closing a stake of 40 shares — an estimated $8K sold.

Rather & Kittrell first reported a position in CAT in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 2,175 funds tracked by Wall St. Rank hold CAT as of Q1 2022.

Rather & Kittrell reported no remaining Caterpillar position as of Q1 2022 after selling out during the quarter.
Rather & Kittrell sold 40 Caterpillar shares in Q1 2022, an estimated $8K.
Rather & Kittrell first reported a position in Caterpillar in Q4 2021 and held it in 1 quarter.
Rather & Kittrell's Caterpillar position peaked at $8K in Q4 2021.
2,175 funds tracked by Wall St. Rank held Caterpillar as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.