WCM
CAT icon

Weld Capital Management’s Caterpillar CAT Stock Holding History

Weld Capital 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
2021
Q2 		– Sell
-1,464
Closed -$339K – 242
2021
Q1 		$339K Buy
+1,464
New +$303K 0.14% 237

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State Farm Mutual Automobile Insurance
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Weld Capital Management's CAT Position: Q2 2021 in Review

Weld Capital Management sold out of Caterpillar (CAT) in Q2 2021, closing a stake of 1,464 shares — an estimated $339K sold.

Weld Capital Management first reported a position in CAT in Q1 2021 and held it in 1 quarter. The position peaked at $339K in Q1 2021. 2,023 funds tracked by Wall St. Rank hold CAT as of Q2 2021.

  • Weld Capital Management reported no remaining Caterpillar position as of Q2 2021 after selling out during the quarter.
  • Weld Capital Management sold 1,464 Caterpillar shares in Q2 2021, an estimated $339K.
  • Weld Capital Management first reported a position in Caterpillar in Q1 2021 and held it in 1 quarter.
  • Weld Capital Management's Caterpillar position peaked at $339K in Q1 2021.
  • 2,023 funds tracked by Wall St. Rank held Caterpillar as of Q2 2021.

Based on Weld Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.