ZDA
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Zweig-DiMenna Associates’s Caterpillar CAT Stock Holding History

Zweig-DiMenna Associates’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
2018
Q3 		– Sell
-209,500
Closed -$28.4M – 146
2018
Q2 		$28.4M Buy
+209,500
New +$31.3M 1.74% 12
2018
Q1 		– Sell
-72,000
Closed -$11.3M – 144
2017
Q4 		$11.3M Buy
+72,000
New +$9.99M 1.23% 29

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Zweig-DiMenna Associates's CAT Position: Q1 2022 in Review

Zweig-DiMenna Associates sold out of Caterpillar (CAT) in Q1 2022, closing a stake of 59,000 shares — an estimated $12.2M sold.

Zweig-DiMenna Associates first reported a position in CAT in Q3 2013 and held it in 19 quarters. The position peaked at $27.9M in Q2 2018. 2,174 funds tracked by Wall St. Rank hold CAT as of Q1 2022.

  • Zweig-DiMenna Associates reported no remaining Caterpillar position as of Q1 2022 after selling out during the quarter.
  • Zweig-DiMenna Associates sold 59,000 Caterpillar shares in Q1 2022, an estimated $12.2M.
  • Zweig-DiMenna Associates first reported a position in Caterpillar in Q3 2013 and held it in 19 quarters.
  • Zweig-DiMenna Associates's Caterpillar position peaked at $27.9M in Q2 2018.
  • 2,174 funds tracked by Wall St. Rank held Caterpillar as of Q1 2022.

Based on Zweig-DiMenna Associates's 13F filing for Q1 2022, filed 25 Apr 2022.