swisspartners’s Caterpillar CAT Stock Holding History

swisspartners’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	-1,113	Closed	-$259K	–	82
2021 Q1	$259K	Buy	+1,113	New	+$230K	0.21%	72

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 $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

swisspartners's CAT Position: Q2 2021 in Review

swisspartners sold out of Caterpillar (CAT) in Q2 2021, closing a stake of 1,113 shares — an estimated $259K sold.

swisspartners first reported a position in CAT in Q1 2021 and held it in 1 quarter. The position peaked at $259K in Q1 2021. 2,022 funds tracked by Wall St. Rank hold CAT as of Q2 2021.

swisspartners reported no remaining Caterpillar position as of Q2 2021 after selling out during the quarter.
swisspartners sold 1,113 Caterpillar shares in Q2 2021, an estimated $259K.
swisspartners first reported a position in Caterpillar in Q1 2021 and held it in 1 quarter.
swisspartners's Caterpillar position peaked at $259K in Q1 2021.
2,022 funds tracked by Wall St. Rank held Caterpillar as of Q2 2021.

Based on swisspartners's 13F filing for Q2 2021, filed 11 Aug 2021.