Allegiant Private Advisors’s Caterpillar CAT Stock Holding History

Allegiant Private Advisors’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	$268K	Buy	+1,231	New	+$284K	0.04%	147

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Allegiant Private Advisors's CAT Position: Q2 2021 in Review

Allegiant Private Advisors opened a new position in Caterpillar (CAT) in Q2 2021: 1,231 shares worth $268K. The stake represents 0.04% of the portfolio and ranks #147 among its holdings.

2,022 funds tracked by Wall St. Rank hold CAT as of Q2 2021.

Allegiant Private Advisors held 1,231 shares of Caterpillar worth $268K as of Q2 2021.
Caterpillar was a new Allegiant Private Advisors position in Q2 2021.
Caterpillar made up 0.04% of Allegiant Private Advisors's portfolio in Q2 2021, its #147 holding.
2,022 funds tracked by Wall St. Rank held Caterpillar as of Q2 2021.

Based on Allegiant Private Advisors's 13F filing for Q2 2021, filed 7 Jul 2021.