THRC Management’s Caterpillar CAT Stock Holding History

THRC 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
2022 Q1	–	Sell	-20,000	Closed	-$4.13M	–	21
2021 Q4	$4.13M	Buy	+20,000	New	+$4.03M	0.74%	18

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

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

THRC Management's CAT Position: Q1 2022 in Review

THRC Management sold out of Caterpillar (CAT) in Q1 2022, closing a stake of 20,000 shares — an estimated $4.13M sold.

THRC Management first reported a position in CAT in Q4 2021 and held it in 1 quarter. The position peaked at $4.13M in Q4 2021. 2,174 funds tracked by Wall St. Rank hold CAT as of Q1 2022.

THRC Management reported no remaining Caterpillar position as of Q1 2022 after selling out during the quarter.
THRC Management sold 20,000 Caterpillar shares in Q1 2022, an estimated $4.13M.
THRC Management first reported a position in Caterpillar in Q4 2021 and held it in 1 quarter.
THRC Management's Caterpillar position peaked at $4.13M in Q4 2021.
2,174 funds tracked by Wall St. Rank held Caterpillar as of Q1 2022.

Based on THRC Management's 13F filing for Q1 2022, filed 16 May 2022.