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SMH Capital Advisors’s Caterpillar CAT Stock Holding History

SMH 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
2021
Q2 		– Sell
-921
Closed -$214K – 60
2021
Q1 		$214K Buy
+921
New +$191K 0.48% 43

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

SMH Capital Advisors's CAT Position: Q2 2021 in Review

SMH Capital Advisors sold out of Caterpillar (CAT) in Q2 2021, closing a stake of 921 shares — an estimated $214K sold.

SMH Capital Advisors first reported a position in CAT in Q1 2021 and held it in 1 quarter. The position peaked at $214K in Q1 2021. 2,022 funds tracked by Wall St. Rank hold CAT as of Q2 2021.

  • SMH Capital Advisors reported no remaining Caterpillar position as of Q2 2021 after selling out during the quarter.
  • SMH Capital Advisors sold 921 Caterpillar shares in Q2 2021, an estimated $214K.
  • SMH Capital Advisors first reported a position in Caterpillar in Q1 2021 and held it in 1 quarter.
  • SMH Capital Advisors's Caterpillar position peaked at $214K in Q1 2021.
  • 2,022 funds tracked by Wall St. Rank held Caterpillar as of Q2 2021.

Based on SMH Capital Advisors's 13F filing for Q2 2021, filed 29 Jul 2021.