Resolute Advisors’s Caterpillar CAT Stock Holding History

Resolute 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
2021 Q4	–	Sell	-122	Closed	-$23K	–	239
2021 Q3	$23K	Sell	122 -8	-6%	-$1.67K	﹤0.01%	211
2021 Q2	$28K	Hold	130	–	–	﹤0.01%	139
2021 Q1	$24K	Buy	+130	New	+$26.9K	﹤0.01%	128

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

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

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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 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

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

Norges Bank Oslo, Norway $935B AUM

Resolute Advisors's CAT Position: Q4 2021 in Review

Resolute Advisors sold out of Caterpillar (CAT) in Q4 2021, closing a stake of 122 shares — an estimated $23K sold.

Resolute Advisors first reported a position in CAT in Q1 2021 and held it in 3 quarters. The position peaked at $28K in Q2 2021. 2,157 funds tracked by Wall St. Rank hold CAT as of Q4 2021.

Resolute Advisors reported no remaining Caterpillar position as of Q4 2021 after selling out during the quarter.
Resolute Advisors sold 122 Caterpillar shares in Q4 2021, an estimated $23K.
Resolute Advisors first reported a position in Caterpillar in Q1 2021 and held it in 3 quarters.
Resolute Advisors's Caterpillar position peaked at $28K in Q2 2021.
2,157 funds tracked by Wall St. Rank held Caterpillar as of Q4 2021.

Based on Resolute Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.