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Weiss Multi-Strategy Advisers’s Caterpillar CAT Stock Holding History

Weiss Multi-Strategy Advisers’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
2019
Q1 		– Sell
-20,000
Closed -$2.54M – 524
2018
Q4 		$2.54M Buy
+20,000
New +$2.6M 0.11% 208

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

Weiss Multi-Strategy Advisers's CAT Position: Q2 2022 in Review

Weiss Multi-Strategy Advisers sold out of Caterpillar (CAT) in Q2 2022, closing a stake of 20,265 shares — an estimated $4.51M sold.

Weiss Multi-Strategy Advisers first reported a position in CAT in Q2 2013 and held it in 17 quarters. The position peaked at $13.7M in Q4 2020. 2,072 funds tracked by Wall St. Rank hold CAT as of Q2 2022.

  • Weiss Multi-Strategy Advisers reported no remaining Caterpillar position as of Q2 2022 after selling out during the quarter.
  • Weiss Multi-Strategy Advisers sold 20,265 Caterpillar shares in Q2 2022, an estimated $4.51M.
  • Weiss Multi-Strategy Advisers first reported a position in Caterpillar in Q2 2013 and held it in 17 quarters.
  • Weiss Multi-Strategy Advisers's Caterpillar position peaked at $13.7M in Q4 2020.
  • 2,072 funds tracked by Wall St. Rank held Caterpillar as of Q2 2022.

Based on Weiss Multi-Strategy Advisers's 13F filing for Q2 2022, filed 15 Aug 2022.