Resource Management’s Caterpillar CAT Stock Holding History

Resource 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	$830K	Sell	4,017 -282	-7%	-$56.8K	0.09%	80
2021 Q3	$825K	Sell	4,299 -398	-8%	-$82.9K	0.09%	75
2021 Q2	$1.02M	Buy	4,697 +518	+12%	+$120K	0.12%	63
2021 Q1	$969K	Buy	4,179 +303	+8%	+$62.7K	0.12%	65
2020 Q4	$706K	Buy	3,876 +223	+6%	+$37.8K	0.1%	75
2020 Q3	$545K	Sell	3,653 -61	-2%	-$8.57K	0.09%	82
2020 Q2	$469K	Sell	3,714 -196	-5%	-$23.2K	0.08%	80
2020 Q1	$454K	Buy	3,910 +227	+6%	+$29K	0.1%	71
2019 Q4	$544K	Sell	3,683 -343	-9%	-$47.9K	0.09%	74
2019 Q3	$508K	Sell	4,026 -48	-1%	-$6.1K	0.09%	78
2019 Q2	$555K	Sell	4,074 -1,352	-25%	-$179K	0.1%	76
2019 Q1	$735K	Buy	5,426 +515	+10%	+$68.4K	0.13%	64
2018 Q4	$624K	Buy	4,911 +73	+2%	+$9.5K	0.13%	64
2018 Q3	$738K	Buy	4,838 +544	+13%	+$76.9K	0.13%	60
2018 Q2	$582K	Buy	4,294 +27	+0.6%	+$4.03K	0.11%	66
2018 Q1	$629K	Buy	4,267 +224	+6%	+$35.4K	0.13%	62
2017 Q4	$623K	Buy	+4,043	New	+$561K	0.13%	65

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

Resource Management's CAT Position: Q4 2021 in Review

Resource Management reduced its Caterpillar (CAT) stake by 6.6% in Q4 2021, selling an estimated $56.8K and leaving 4,017 shares worth $830K. The position accounts for 0.09% of the portfolio, ranked #80.

Resource Management first reported a position in CAT in Q4 2017 and has held it in 17 quarters since. The position peaked at $1.02M in Q2 2021. 2,158 funds tracked by Wall St. Rank hold CAT as of Q4 2021.

Resource Management held 4,017 shares of Caterpillar worth $830K as of Q4 2021.
Resource Management sold 282 Caterpillar shares in Q4 2021, an estimated $56.8K.
Caterpillar made up 0.09% of Resource Management's portfolio in Q4 2021, its #80 holding.
Resource Management first reported a position in Caterpillar in Q4 2017 and has held it in 17 quarters since.
Resource Management's Caterpillar position peaked at $1.02M in Q2 2021.
2,158 funds tracked by Wall St. Rank held Caterpillar as of Q4 2021.

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