Sitrin Capital Management’s Caterpillar CAT Stock Holding History

Sitrin Capital 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 Q3	–	Sell	-25,656	Closed	-$5.58M	–	34
2021 Q2	$5.58M	Sell	25,656 -32	-0.1%	-$7.39K	2.52%	29
2021 Q1	$5.96M	Sell	25,688 -8,063	-24%	-$1.67M	2.83%	21
2020 Q4	$6.14M	Buy	33,751 +232	+0.7%	+$39.3K	3.07%	14
2020 Q3	$5.03M	Buy	+33,519	New	+$4.71M	2.66%	27
2018 Q4	–	Sell	-35,602	Closed	-$5.43M	–	37
2018 Q3	$5.43M	Buy	35,602 +780	+2%	+$110K	2.92%	20
2018 Q2	$4.72M	Buy	34,822 +1,595	+5%	+$238K	2.68%	26
2018 Q1	$4.9M	Buy	+33,227	New	+$5.25M	3.16%	17

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Sitrin Capital Management's CAT Position: Q3 2021 in Review

Sitrin Capital Management sold out of Caterpillar (CAT) in Q3 2021, closing a stake of 25,656 shares — an estimated $5.58M sold.

Sitrin Capital Management first reported a position in CAT in Q1 2018 and held it in 7 quarters. The position peaked at $6.14M in Q4 2020. 1,938 funds tracked by Wall St. Rank hold CAT as of Q3 2021.

Sitrin Capital Management reported no remaining Caterpillar position as of Q3 2021 after selling out during the quarter.
Sitrin Capital Management sold 25,656 Caterpillar shares in Q3 2021, an estimated $5.58M.
Sitrin Capital Management first reported a position in Caterpillar in Q1 2018 and held it in 7 quarters.
Sitrin Capital Management's Caterpillar position peaked at $6.14M in Q4 2020.
1,938 funds tracked by Wall St. Rank held Caterpillar as of Q3 2021.

Based on Sitrin Capital Management's 13F filing for Q3 2021, filed 5 Nov 2021.