Number of Shares
623,448.00
Current Holdings Value*
$663.91 Mil
% of Portfolio
6.72%
Total Estimate Gain
$487.15 Mil
% of Total Estimate Gain
270.70%

State Farm Growth Fund's Caterpillar Inc Holding Summary

As of 2026-06-30, Advisers Investment Trust held 623,448.00 shares of Caterpillar Inc(CAT), totaling $663.91 Mil. This investment constitutes 6.72% of their stock portfolio, and Advisers Investment Trust now holds 0.14% of the outstanding Caterpillar Inc(CAT) stock.

The initial trade took place in 2021Q4. In addition, there have been 5 sales at an average price of $625.08 for 269,073.00 shares. Based on historical transaction data and CAT's current price of $800.25, State Farm Growth Fund's estimated gain on his CAT holdings is $487.15 Mil, reflecting a 270.70% gain to date.

State Farm Growth Fund CAT ($800.25) Holding Chart

State Farm Growth Fund CAT ($800.25) 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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