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Stillwater Investment Management (Minnesota)’s Caterpillar CAT Stock Holding History

Stillwater Investment Management (Minnesota)’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
Q1 		$3.95M Buy
17,261
+83
+0.5% +$20.1K 1.06% 21
2022
Q4 		$4.12M Sell
17,178
-66
-0.4% -$14.4K 1.16% 19
2022
Q3 		$2.83M Buy
17,244
+80
+0.5% +$14.6K 0.87% 30
2022
Q2 		$3.07M Buy
17,164
+72
+0.4% +$15.2K 0.91% 27
2022
Q1 		$3.81M Buy
17,092
+96
+0.6% +$20.1K 0.96% 25
2021
Q4 		$3.51M Sell
16,996
-88
-0.5% -$17.7K 0.86% 28
2021
Q3 		$3.28M Sell
17,084
-61
-0.4% -$12.7K 0.87% 29
2021
Q2 		$3.73M Sell
17,145
-30
-0.2% -$6.93K 0.99% 26
2021
Q1 		$3.98M Buy
17,175
+1
+0% +$207 1.14% 22
2020
Q4 		$3.13M Sell
17,174
-495
-3% -$83.9K 0.96% 27
2020
Q3 		$2.63M Buy
17,669
+252
+1% +$35.4K 0.95% 28
2020
Q2 		$2.2M Buy
17,417
+155
+0.9% +$18.4K 0.87% 32
2020
Q1 		$2M Sell
17,262
-277
-2% -$35.4K 0.95% 31
2019
Q4 		$2.59M Buy
17,539
+1,631
+10% +$228K 0.98% 31
2019
Q3 		$2.01M Buy
15,908
+137
+0.9% +$17.4K 0.84% 37
2019
Q2 		$2.15M Sell
15,771
-1,590
-9% -$210K 0.9% 34
2019
Q1 		$2.35M Buy
17,361
+573
+3% +$76.1K 0.96% 31
2018
Q4 		$2.13M Buy
16,788
+68
+0.4% +$8.85K 1% 31
2018
Q3 		$2.55M Sell
16,720
-116
-0.7% -$16.4K 1.03% 28
2018
Q2 		$2.28M Sell
16,836
-152
-0.9% -$22.7K 0.99% 29
2018
Q1 		$2.5M Buy
16,988
+84
+0.5% +$13.3K 1.09% 26
2017
Q4 		$2.66M Sell
16,904
-72
-0.4% -$9.99K 1.62% 22
2017
Q3 		$2.12M Buy
16,976
+76
+0.4% +$8.75K 0.96% 32
2017
Q2 		$1.82M Sell
16,900
-140
-0.8% -$14.2K 0.86% 43
2017
Q1 		$1.58M Buy
17,040
+128
+0.8% +$12.1K 0.76% 46
2016
Q4 		$1.57M Buy
16,912
+406
+2% +$36.8K 0.81% 44
2016
Q3 		$1.47M Buy
16,506
+34
+0.2% +$2.78K 0.79% 41
2016
Q2 		$1.25M Buy
16,472
+915
+6% +$68.6K 0.71% 45
2016
Q1 		$1.19M Buy
15,557
+393
+3% +$26.4K 0.71% 44
2015
Q4 		$1.03M Sell
15,164
-817
-5% -$57.1K 0.64% 47
2015
Q3 		$1.04M Buy
15,981
+695
+5% +$53.2K 0.7% 49
2015
Q2 		$1.3M Buy
15,286
+105
+0.7% +$9.03K 0.82% 46
2015
Q1 		$1.22M Sell
15,181
-199
-1% -$16.5K 0.78% 49
2014
Q4 		$1.41M Sell
15,380
-55
-0.4% -$5.35K 0.95% 45
2014
Q3 		$1.53M Buy
15,435
+93
+0.6% +$9.86K 1.08% 35
2014
Q2 		$1.67M Buy
15,342
+15
+0.1% +$1.57K 1.2% 30
2014
Q1 		$1.52M Sell
15,327
-96
-0.6% -$9.05K 1.16% 32
2013
Q4 		$1.4M Buy
+15,423
New +$1.32M 1.07% 39

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

Stillwater Investment Management (Minnesota)'s CAT Position: Q1 2023 in Review

Stillwater Investment Management (Minnesota) increased its Caterpillar (CAT) stake by 0.48% in Q1 2023, buying an estimated $20.1K and bringing the position to 17,261 shares worth $3.95M. The position accounts for 1.06% of the portfolio, ranked #21.

Stillwater Investment Management (Minnesota) first reported a position in CAT in Q4 2013 and has held it in 38 quarters since. The position peaked at $4.12M in Q4 2022. 2,279 funds tracked by Wall St. Rank hold CAT as of Q1 2023.

  • Stillwater Investment Management (Minnesota) held 17,261 shares of Caterpillar worth $3.95M as of Q1 2023.
  • Stillwater Investment Management (Minnesota) bought 83 Caterpillar shares in Q1 2023, an estimated $20.1K.
  • Caterpillar made up 1.06% of Stillwater Investment Management (Minnesota)'s portfolio in Q1 2023, its #21 holding.
  • Stillwater Investment Management (Minnesota) first reported a position in Caterpillar in Q4 2013 and has held it in 38 quarters since.
  • Stillwater Investment Management (Minnesota)'s Caterpillar position peaked at $4.12M in Q4 2022.
  • 2,279 funds tracked by Wall St. Rank held Caterpillar as of Q1 2023.

Based on Stillwater Investment Management (Minnesota)'s 13F filing for Q1 2023, filed 5 Apr 2023.