T
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TRUADVICE’s Caterpillar CAT Stock Holding History

TRUADVICE’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 		$427K Sell
1,782
-306
-15% -$83K 0.17% 147
2023
Q2 		$593K Sell
2,088
-1,001
-32% -$223K 0.22% 116
2023
Q1 		$676K Buy
+3,089
New +$747K 0.27% 88
2021
Q3 		– Sell
-2,114
Closed -$444K – 146
2021
Q2 		$444K Buy
2,114
+415
+24% +$95.8K 0.1% 188
2021
Q1 		$386K Sell
1,699
-993
-37% -$206K 0.11% 174
2020
Q4 		$486K Buy
2,692
+475
+21% +$80.6K 0.15% 143
2020
Q3 		$343K Buy
+2,217
New +$311K 0.14% 139

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

TRUADVICE's CAT Position: Q3 2023 in Review

TRUADVICE reduced its Caterpillar (CAT) stake by 15% in Q3 2023, selling an estimated $83K and leaving 1,782 shares worth $427K. The position accounts for 0.17% of the portfolio, ranked #147.

TRUADVICE first reported a position in CAT in Q3 2020 and has held it in 7 quarters since. The position peaked at $676K in Q1 2023. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2023.

  • TRUADVICE held 1,782 shares of Caterpillar worth $427K as of Q3 2023.
  • TRUADVICE sold 306 Caterpillar shares in Q3 2023, an estimated $83K.
  • Caterpillar made up 0.17% of TRUADVICE's portfolio in Q3 2023, its #147 holding.
  • TRUADVICE first reported a position in Caterpillar in Q3 2020 and has held it in 7 quarters since.
  • TRUADVICE's Caterpillar position peaked at $676K in Q1 2023.
  • 2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.