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SkyView Investment Advisors’s Caterpillar CAT Stock Holding History

SkyView Investment 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
2023
Q3 		– Sell
-151
Closed -$37K – 620
2023
Q2 		$37K Hold
151
– – 0.01% 418
2023
Q1 		$35K Hold
151
– – 0.01% 415
2022
Q4 		$36K Hold
151
– – 0.01% 386
2022
Q3 		$25K Hold
151
– – 0.01% 435
2022
Q2 		$27K Hold
151
– – 0.01% 470
2022
Q1 		$34K Hold
151
– – 0.01% 478
2021
Q4 		$31K Buy
+151
New +$30.4K 0.01% 478

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SkyView Investment Advisors's CAT Position: Q3 2023 in Review

SkyView Investment Advisors sold out of Caterpillar (CAT) in Q3 2023, closing a stake of 151 shares — an estimated $37K sold.

SkyView Investment Advisors first reported a position in CAT in Q4 2021 and held it in 7 quarters. The position peaked at $37K in Q2 2023. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2023.

  • SkyView Investment Advisors reported no remaining Caterpillar position as of Q3 2023 after selling out during the quarter.
  • SkyView Investment Advisors sold 151 Caterpillar shares in Q3 2023, an estimated $37K.
  • SkyView Investment Advisors first reported a position in Caterpillar in Q4 2021 and held it in 7 quarters.
  • SkyView Investment Advisors's Caterpillar position peaked at $37K in Q2 2023.
  • 2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2023.

Based on SkyView Investment Advisors's 13F filing for Q3 2023, filed 17 Nov 2023.