Tiedemann Advisors’s Caterpillar CAT Stock Holding History

Tiedemann Advisors’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	$309K	Buy	1,131 +5	+0.4%	+$1.36K	0.01%	216
2023 Q2	$277K	Sell	1,126 -11	-1%	-$2.45K	0.01%	208
2023 Q1	$260K	Buy	1,137 +5	+0.4%	+$1.21K	0.01%	210
2022 Q4	$271K	Buy	+1,132	New	+$246K	0.01%	206
2022 Q2	–	Sell	-3,109	Closed	-$692K	–	243
2022 Q1	$692K	Buy	3,109 +62	+2%	+$13K	0.04%	163
2021 Q4	$631K	Buy	3,047 +5	+0.2%	+$1.01K	0.03%	171
2021 Q3	$584K	Sell	3,042 -303	-9%	-$63.1K	0.03%	179
2021 Q2	$729K	Buy	3,345 +444	+15%	+$103K	0.03%	197
2021 Q1	$671K	Buy	2,901 +959	+49%	+$199K	0.03%	191
2020 Q4	$353K	Buy	1,942 +270	+16%	+$45.8K	0.02%	237
2020 Q3	$249K	Sell	1,672 -37	-2%	-$5.2K	0.01%	280
2020 Q2	$217K	Buy	+1,709	New	+$203K	0.01%	272
2020 Q1	–	Sell	-1,420	Closed	-$210K	–	298
2019 Q4	$210K	Buy	+1,420	New	+$198K	0.01%	286
2018 Q4	–	Sell	-1,442	Closed	-$219K	–	426
2018 Q3	$219K	Buy	+1,442	New	+$204K	0.01%	292
2018 Q1	–	Sell	-1,492	Closed	-$235K	–	265
2017 Q4	$235K	Buy	+1,492	New	+$207K	0.02%	204
2017 Q3	–	Sell	-12,096	Closed	-$1.3M	–	360
2017 Q2	$1.3M	Buy	12,096 +4,108	+51%	+$417K	0.09%	170
2017 Q1	$741K	Buy	7,988 +5,794	+264%	+$548K	0.06%	217
2016 Q4	$204K	Buy	+2,194	New	+$199K	0.02%	296

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tiedemann Advisors's CAT Position: Q3 2023 in Review

Tiedemann Advisors increased its Caterpillar (CAT) stake by 0.44% in Q3 2023, buying an estimated $1.36K and bringing the position to 1,131 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #216.

Tiedemann Advisors first reported a position in CAT in Q4 2016 and has held it in 18 quarters since. The position peaked at $1.3M in Q2 2017. 2,403 funds tracked by Wall St. Rank hold CAT as of Q3 2023.

Tiedemann Advisors held 1,131 shares of Caterpillar worth $309K as of Q3 2023.
Tiedemann Advisors bought 5 Caterpillar shares in Q3 2023, an estimated $1.36K.
Caterpillar made up 0.01% of Tiedemann Advisors's portfolio in Q3 2023, its #216 holding.
Tiedemann Advisors first reported a position in Caterpillar in Q4 2016 and has held it in 18 quarters since.
Tiedemann Advisors's Caterpillar position peaked at $1.3M in Q2 2017.
2,403 funds tracked by Wall St. Rank held Caterpillar as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.