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TIAA FSB’s Caterpillar CAT Stock Holding History

TIAA FSB’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
Q2 		$5.04M Sell
20,480
-358
-2% -$79.8K 0.02% 207
2023
Q1 		$4.77M Sell
20,838
-1,719
-8% -$416K 0.02% 207
2022
Q4 		$5.4M Buy
22,557
+335
+2% +$72.9K 0.02% 198
2022
Q3 		$3.65M Sell
22,222
-51,025
-70% -$9.32M 0.02% 206
2022
Q2 		$13.1M Sell
73,247
-18,555
-20% -$3.91M 0.05% 144
2022
Q1 		$20.4M Buy
91,802
+65,202
+245% +$13.7M 0.07% 114
2021
Q4 		$5.5M Sell
26,600
-1,231
-4% -$248K 0.02% 192
2021
Q3 		$5.34M Buy
27,831
+2,816
+11% +$586K 0.02% 191
2021
Q2 		$5.44M Buy
25,015
+2,469
+11% +$570K 0.02% 192
2021
Q1 		$5.23M Sell
22,546
-566
-2% -$117K 0.02% 190
2020
Q4 		$4.21M Buy
23,112
+805
+4% +$137K 0.02% 193
2020
Q3 		$3.33M Sell
22,307
-446
-2% -$62.7K 0.01% 190
2020
Q2 		$2.88M Sell
22,753
-764
-3% -$90.6K 0.01% 200
2020
Q1 		$2.73M Sell
23,517
-2,032
-8% -$260K 0.02% 190
2019
Q4 		$3.77M Sell
25,549
-1,703
-6% -$238K 0.02% 198
2019
Q3 		$3.44M Buy
27,252
+1,962
+8% +$249K 0.02% 193
2019
Q2 		$3.45M Buy
25,290
+958
+4% +$127K 0.02% 184
2019
Q1 		$3.3M Buy
24,332
+1,107
+5% +$147K 0.03% 186
2018
Q4 		$2.95M Sell
23,225
-17,876
-43% -$2.33M 0.02% 188
2018
Q3 		$6.27M Sell
41,101
-20,678
-33% -$2.92M 0.03% 149
2018
Q2 		$8.38M Buy
61,779
+41,397
+203% +$6.19M 0.05% 120
2018
Q1 		$3M Buy
20,382
+458
+2% +$72.3K 0.02% 195
2017
Q4 		$3.14M Buy
19,924
+1,978
+11% +$274K 0.02% 208
2017
Q3 		$2.24M Buy
17,946
+325
+2% +$37.4K 0.01% 233
2017
Q2 		$1.89M Buy
+17,621
New +$1.79M 0.01% 241

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

TIAA FSB's CAT Position: Q2 2023 in Review

TIAA FSB reduced its Caterpillar (CAT) stake by 1.7% in Q2 2023, selling an estimated $79.8K and leaving 20,480 shares worth $5.04M. The position accounts for 0.02% of the portfolio, ranked #207.

TIAA FSB first reported a position in CAT in Q2 2017 and has held it in 25 quarters since. The position peaked at $20.4M in Q1 2022. 2,321 funds tracked by Wall St. Rank hold CAT as of Q2 2023.

  • TIAA FSB held 20,480 shares of Caterpillar worth $5.04M as of Q2 2023.
  • TIAA FSB sold 358 Caterpillar shares in Q2 2023, an estimated $79.8K.
  • Caterpillar made up 0.02% of TIAA FSB's portfolio in Q2 2023, its #207 holding.
  • TIAA FSB first reported a position in Caterpillar in Q2 2017 and has held it in 25 quarters since.
  • TIAA FSB's Caterpillar position peaked at $20.4M in Q1 2022.
  • 2,321 funds tracked by Wall St. Rank held Caterpillar as of Q2 2023.

Based on TIAA FSB's 13F filing for Q2 2023, filed 31 Jul 2023.