RCA
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Reitz Capital Advisors’s Caterpillar CAT Stock Holding History

Reitz Capital Advisors’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
Q2 		– Sell
-1,050
Closed -$234K – 57
2022
Q1 		$234K Buy
1,050
+25
+2% +$5.24K 0.17% 48
2021
Q4 		$223K Buy
+1,025
New +$206K 0.16% 46
2021
Q3 		– Sell
-1,025
Closed -$223K – 50
2021
Q2 		$223K Buy
+1,025
New +$237K 0.16% 46
2020
Q3 		– Sell
-900
Closed -$114K – 54
2020
Q2 		$114K Buy
+900
New +$107K 0.14% 46

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return