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TD Ameritrade Investment Management’s Caterpillar CAT Stock Holding History

TD Ameritrade Investment Management’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
Q3 		– Sell
-899
Closed -$221K – 69
2023
Q2 		$221K Sell
899
-294
-25% -$65.5K ﹤0.01% 161
2023
Q1 		$273K Sell
1,193
-378
-24% -$91.4K ﹤0.01% 154
2022
Q4 		$376K Sell
1,571
-1,119
-42% -$244K ﹤0.01% 151
2022
Q3 		$441K Sell
2,690
-674
-20% -$123K ﹤0.01% 149
2022
Q2 		$601K Sell
3,364
-1,159
-26% -$244K 0.01% 141
2022
Q1 		$1.01M Buy
4,523
+215
+5% +$45.1K 0.01% 132
2021
Q4 		$891K Sell
4,308
-1,315
-23% -$265K 0.01% 138
2021
Q3 		$839K Buy
5,623
+1,793
+47% +$373K 0.01% 122
2021
Q2 		$834K Sell
3,830
-684
-15% -$158K 0.01% 128
2021
Q1 		$822K Hold
4,514
– – 0.01% 121
2020
Q4 		$822K Sell
4,514
-1,109
-20% -$188K 0.01% 121
2020
Q3 		$839K Sell
5,623
-261
-4% -$36.7K 0.01% 122
2020
Q2 		$744K Sell
5,884
-535
-8% -$63.4K 0.01% 130
2020
Q1 		$745K Sell
6,419
-7
-0.1% -$894 0.01% 130
2019
Q4 		$949K Buy
6,426
+277
+5% +$38.7K 0.01% 131
2019
Q3 		$777K Buy
6,149
+2,532
+70% +$322K 0.01% 137
2019
Q2 		$493K Buy
3,617
+670
+23% +$88.5K ﹤0.01% 152
2019
Q1 		$399K Buy
2,947
+1,017
+53% +$135K ﹤0.01% 147
2018
Q4 		$245K Buy
1,930
+817
+73% +$106K ﹤0.01% 145
2018
Q3 		$170K Buy
1,113
+984
+763% +$139K ﹤0.01% 146
2018
Q2 		$18K Buy
+129
New +$19.3K ﹤0.01% 197

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

TD Ameritrade Investment Management's CAT Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Caterpillar (CAT) in Q3 2023, closing a stake of 899 shares — an estimated $221K sold.

TD Ameritrade Investment Management first reported a position in CAT in Q2 2018 and held it in 21 quarters. The position peaked at $1.01M in Q1 2022. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Caterpillar position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 899 Caterpillar shares in Q3 2023, an estimated $221K.
  • TD Ameritrade Investment Management first reported a position in Caterpillar in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's Caterpillar position peaked at $1.01M in Q1 2022.
  • 2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.