20/20 Capital Management’s Caterpillar CAT Stock Holding History

20/20 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	$257K	Buy	+1,183	New	+$273K	0.07%	144

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

20/20 Capital Management's CAT Position: Q2 2021 in Review

20/20 Capital Management opened a new position in Caterpillar (CAT) in Q2 2021: 1,183 shares worth $257K. The stake represents 0.07% of the portfolio and ranks #144 among its holdings.

2,023 funds tracked by Wall St. Rank hold CAT as of Q2 2021.

20/20 Capital Management held 1,183 shares of Caterpillar worth $257K as of Q2 2021.
Caterpillar was a new 20/20 Capital Management position in Q2 2021.
Caterpillar made up 0.07% of 20/20 Capital Management's portfolio in Q2 2021, its #144 holding.
2,023 funds tracked by Wall St. Rank held Caterpillar as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.