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Southern Capital Advisors’s Caterpillar CAT Stock Holding History

Southern 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
2022
Q2 		– Sell
-6,693
Closed -$1.49M – 67
2022
Q1 		$1.49M Sell
6,693
-39
-0.6% -$8.18K 1.02% 21
2021
Q4 		$1.39M Buy
+6,732
New +$1.36M 0.86% 29

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Southern Capital Advisors's CAT Position: Q2 2022 in Review

Southern Capital Advisors sold out of Caterpillar (CAT) in Q2 2022, closing a stake of 6,693 shares — an estimated $1.49M sold.

Southern Capital Advisors first reported a position in CAT in Q4 2021 and held it in 2 quarters. The position peaked at $1.49M in Q1 2022. 2,072 funds tracked by Wall St. Rank hold CAT as of Q2 2022.

  • Southern Capital Advisors reported no remaining Caterpillar position as of Q2 2022 after selling out during the quarter.
  • Southern Capital Advisors sold 6,693 Caterpillar shares in Q2 2022, an estimated $1.49M.
  • Southern Capital Advisors first reported a position in Caterpillar in Q4 2021 and held it in 2 quarters.
  • Southern Capital Advisors's Caterpillar position peaked at $1.49M in Q1 2022.
  • 2,072 funds tracked by Wall St. Rank held Caterpillar as of Q2 2022.

Based on Southern Capital Advisors's 13F filing for Q2 2022, filed 20 Jul 2022.