SEC 13F Intelligence

A.r.t. Advisors, LLC / CAT

A.r.t. Advisors, LLC’s Caterpillar Inc Position

Does A.r.t. Advisors, LLC own Caterpillar Inc (CAT)? Not currently — the last reported position was 2.5K shares worth $591,000 in Q1 2021; the fund’s latest 13F (Q3 2021) no longer reports it.

Position Value
$591,000
Q1 2021
Shares
2.5K
% of Portfolio
+3.21%
Quarters Held
4
position exited

Position History CAT

Reported value by quarter
Q1 ’19: $7MQ1 ’19Q2 ’19: $8MQ2 ’19Q3 ’19: $739,000Q3 ’19Q1 ’21: $591,000Q1 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20212.5K$591,000+3.21%
Q3 20195.8K$739,000+0.04%
Q2 201957.5K$8M+0.44%
Q1 201948.1K$7M+0.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See A.r.t. Advisors, LLC’s full portfolio or all institutional holders of CAT.