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

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Reitz Capital Advisors's CAT Position: Q2 2022 in Review

Reitz Capital Advisors sold out of Caterpillar (CAT) in Q2 2022, closing a stake of 1,050 shares — an estimated $234K sold.

Reitz Capital Advisors first reported a position in CAT in Q2 2020 and held it in 4 quarters. The position peaked at $234K in Q1 2022. 2,074 funds tracked by Wall St. Rank hold CAT as of Q2 2022.

Reitz Capital Advisors reported no remaining Caterpillar position as of Q2 2022 after selling out during the quarter.
Reitz Capital Advisors sold 1,050 Caterpillar shares in Q2 2022, an estimated $234K.
Reitz Capital Advisors first reported a position in Caterpillar in Q2 2020 and held it in 4 quarters.
Reitz Capital Advisors's Caterpillar position peaked at $234K in Q1 2022.
2,074 funds tracked by Wall St. Rank held Caterpillar as of Q2 2022.

Based on Reitz Capital Advisors's 13F filing for Q2 2022, filed 20 Jul 2022.