SC
CAT icon

Stolper & Co’s Caterpillar CAT Stock Holding History

Stolper & Co’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
-9,908
Closed -$2.3M – 89
2021
Q1 		$2.3M Sell
9,908
-226
-2% -$46.8K 1.18% 28
2020
Q4 		$1.84M Buy
10,134
+143
+1% +$24.3K 1.03% 30
2020
Q3 		$1.49M Sell
9,991
-1,106
-10% -$155K 0.96% 34
2020
Q2 		$1.4M Sell
11,097
-765
-6% -$90.7K 0.92% 38
2020
Q1 		$1.38M Buy
+11,862
New +$1.52M 0.99% 37

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

Stolper & Co's CAT Position: Q2 2021 in Review

Stolper & Co sold out of Caterpillar (CAT) in Q2 2021, closing a stake of 9,908 shares — an estimated $2.3M sold.

Stolper & Co first reported a position in CAT in Q1 2020 and held it in 5 quarters. The position peaked at $2.3M in Q1 2021. 2,022 funds tracked by Wall St. Rank hold CAT as of Q2 2021.

  • Stolper & Co reported no remaining Caterpillar position as of Q2 2021 after selling out during the quarter.
  • Stolper & Co sold 9,908 Caterpillar shares in Q2 2021, an estimated $2.3M.
  • Stolper & Co first reported a position in Caterpillar in Q1 2020 and held it in 5 quarters.
  • Stolper & Co's Caterpillar position peaked at $2.3M in Q1 2021.
  • 2,022 funds tracked by Wall St. Rank held Caterpillar as of Q2 2021.

Based on Stolper & Co's 13F filing for Q2 2021, filed 15 Jul 2021.