SFO
CAT icon

Standard Family Office’s Caterpillar CAT Stock Holding History

Standard Family Office’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
-1,033
Closed -$225K – 134
2021
Q2 		$225K Buy
1,033
+86
+9% +$19.9K 0.05% 138
2021
Q1 		$220K Hold
947
– – 0.05% 113
2020
Q4 		$172K Buy
+947
New +$161K 0.04% 133

Other funds holding CAT

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Standard Family Office's CAT Position: Q3 2021 in Review

Standard Family Office sold out of Caterpillar (CAT) in Q3 2021, closing a stake of 1,033 shares — an estimated $225K sold.

Standard Family Office first reported a position in CAT in Q4 2020 and held it in 3 quarters. The position peaked at $225K in Q2 2021. 1,937 funds tracked by Wall St. Rank hold CAT as of Q3 2021.

  • Standard Family Office reported no remaining Caterpillar position as of Q3 2021 after selling out during the quarter.
  • Standard Family Office sold 1,033 Caterpillar shares in Q3 2021, an estimated $225K.
  • Standard Family Office first reported a position in Caterpillar in Q4 2020 and held it in 3 quarters.
  • Standard Family Office's Caterpillar position peaked at $225K in Q2 2021.
  • 1,937 funds tracked by Wall St. Rank held Caterpillar as of Q3 2021.

Based on Standard Family Office's 13F filing for Q3 2021, filed 15 Nov 2021.