TC
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TAP Consulting’s Caterpillar CAT Stock Holding History

TAP Consulting’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
2022
Q1 		– Sell
-453
Closed -$94K – 201
2021
Q4 		$94K Buy
+453
New +$91.2K 0.02% 191
2020
Q2 		– Sell
-2,165
Closed -$251K – 120
2020
Q1 		$251K Buy
2,165
+93
+4% +$11.9K 0.17% 92
2019
Q4 		$306K Buy
2,072
+179
+9% +$25K 0.17% 90
2019
Q3 		$239K Buy
+1,893
New +$241K 0.14% 96
2019
Q1 		$247K Buy
+1,824
New +$242K 0.19% 84

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TAP Consulting's CAT Position: Q1 2022 in Review

TAP Consulting sold out of Caterpillar (CAT) in Q1 2022, closing a stake of 453 shares — an estimated $94K sold.

TAP Consulting first reported a position in CAT in Q1 2019 and held it in 5 quarters. The position peaked at $306K in Q4 2019. 2,174 funds tracked by Wall St. Rank hold CAT as of Q1 2022.

  • TAP Consulting reported no remaining Caterpillar position as of Q1 2022 after selling out during the quarter.
  • TAP Consulting sold 453 Caterpillar shares in Q1 2022, an estimated $94K.
  • TAP Consulting first reported a position in Caterpillar in Q1 2019 and held it in 5 quarters.
  • TAP Consulting's Caterpillar position peaked at $306K in Q4 2019.
  • 2,174 funds tracked by Wall St. Rank held Caterpillar as of Q1 2022.

Based on TAP Consulting's 13F filing for Q1 2022, filed 26 Apr 2022.