State Farm Balanced Fund CAT Holdings History
State Farm Balanced Fund's Caterpillar Inc Holding Summary
As of 2026-03-31, Advisers Investment Trust held 152,860.00 shares of Caterpillar Inc(CAT), totaling $108.30 Mil. This investment constitutes 5.86% of their stock portfolio, and Advisers Investment Trust now holds 0.03% of the outstanding Caterpillar Inc(CAT) stock.
The initial trade took place in 2021Q4. And since then State Farm Balanced Fund has made 1 purchases of CAT, at an average price of $201.49, for a total of 264,300.00 shares. In addition, there have been 4 sales at an average price of $552.35 for 111,440.00 shares. Based on historical transaction data and CAT's current price of $871.92, State Farm Balanced Fund's estimated gain on his CAT holdings is $141.58 Mil, reflecting a 265.85% gain to date.
State Farm Balanced Fund CAT ($871.92) Holding Chart
State Farm Balanced Fund CAT ($871.92) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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