Stuart Chaussee & Associates’s Caterpillar CAT Stock Holding History

Stuart Chaussee & Associates’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
2025 Q1	–	Sell	-370	Closed	-$134K	–	188
2024 Q4	$134K	Buy	+370	New	+$143K	0.03%	44
2023 Q2	–	Sell	-40	Closed	-$9.15K	–	132
2023 Q1	$9.15K	Hold	40	–	–	﹤0.01%	93
2022 Q4	$9.58K	Hold	40	–	–	﹤0.01%	105
2022 Q3	$7K	Hold	40	–	–	0.02%	103
2022 Q2	$7K	Buy	+40	New	+$8.43K	0.02%	113
2020 Q1	–	Sell	-75	Closed	-$11K	–	78
2019 Q4	$11K	Sell	75 -340	-82%	-$47.4K	0.01%	78
2019 Q3	$52K	Hold	415	–	–	0.03%	43
2019 Q2	$57K	Sell	415 -230	-36%	-$30.4K	0.04%	43
2019 Q1	$87K	Buy	645 +570	+760%	+$75.7K	0.06%	34
2018 Q4	$10K	Hold	75	–	–	0.01%	68
2018 Q3	$11K	Hold	75	–	–	0.01%	87
2018 Q2	$10K	Hold	75	–	–	0.01%	91
2018 Q1	$11K	Sell	75 -75	-50%	-$11.8K	0.05%	53
2017 Q4	$24K	Hold	150	–	–	0.02%	51
2017 Q3	$19K	Hold	150	–	–	0.01%	52
2017 Q2	$16K	Hold	150	–	–	0.01%	50
2017 Q1	$14K	Sell	150 -450	-75%	-$42.6K	0.01%	53
2016 Q4	$56K	Buy	+600	New	+$54.4K	0.04%	30

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return