Aquire Wealth Advisors’s Caterpillar CAT Stock Holding History

Aquire Wealth 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
2022 Q1	–	Sell	-18	Closed	-$4K	–	68
2021 Q4	$4K	Buy	+18	New	+$3.62K	﹤0.01%	155

Other funds holding CAT

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aquire Wealth Advisors's CAT Position: Q1 2022 in Review

Aquire Wealth Advisors sold out of Caterpillar (CAT) in Q1 2022, closing a stake of 18 shares — an estimated $4K sold.

Aquire Wealth Advisors first reported a position in CAT in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 2,175 funds tracked by Wall St. Rank hold CAT as of Q1 2022.

Aquire Wealth Advisors reported no remaining Caterpillar position as of Q1 2022 after selling out during the quarter.
Aquire Wealth Advisors sold 18 Caterpillar shares in Q1 2022, an estimated $4K.
Aquire Wealth Advisors first reported a position in Caterpillar in Q4 2021 and held it in 1 quarter.
Aquire Wealth Advisors's Caterpillar position peaked at $4K in Q4 2021.
2,175 funds tracked by Wall St. Rank held Caterpillar as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.