Adams Chetwood Wealth Management’s Caterpillar CAT Stock Holding History

Adams Chetwood Wealth 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
2022 Q1	$1.24M	Buy	5,550 +17	+0.3%	+$3.56K	0.7%	27
2021 Q4	$1.14M	Buy	5,533 +651	+13%	+$131K	0.78%	31
2021 Q3	$937K	Hold	4,882	–	–	0.68%	34
2021 Q2	$1.06M	Buy	4,882 +250	+5%	+$57.7K	0.75%	30
2021 Q1	$1.07M	Buy	4,632 +51	+1%	+$10.6K	0.82%	27
2020 Q4	$834K	Buy	4,581 +275	+6%	+$46.6K	0.69%	31
2020 Q3	$642K	Sell	4,306 -300	-7%	-$42.1K	0.62%	37
2020 Q2	$583K	Hold	4,606	–	–	0.59%	36
2020 Q1	$516K	Buy	4,606 +485	+12%	+$62K	0.6%	38
2019 Q4	$609K	Buy	+4,121	New	+$575K	0.62%	31

Other funds holding CAT

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Adams Chetwood Wealth Management's CAT Position: Q1 2022 in Review

Adams Chetwood Wealth Management increased its Caterpillar (CAT) stake by 0.31% in Q1 2022, buying an estimated $3.56K and bringing the position to 5,550 shares worth $1.24M. The position accounts for 0.7% of the portfolio, ranked #27.

Adams Chetwood Wealth Management first reported a position in CAT in Q4 2019 and has held it in 10 quarters since. 2,174 funds tracked by Wall St. Rank hold CAT as of Q1 2022.

Adams Chetwood Wealth Management held 5,550 shares of Caterpillar worth $1.24M as of Q1 2022.
Adams Chetwood Wealth Management bought 17 Caterpillar shares in Q1 2022, an estimated $3.56K.
Caterpillar made up 0.7% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #27 holding.
Adams Chetwood Wealth Management first reported a position in Caterpillar in Q4 2019 and has held it in 10 quarters since.
2,174 funds tracked by Wall St. Rank held Caterpillar as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.