Atlas Private Wealth Advisors’s Caterpillar CAT Stock Holding History

Atlas Private 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
2021 Q4	–	Sell	-272	Closed	-$52K	–	233
2021 Q3	$52K	Sell	272 -49	-15%	-$10.2K	0.03%	228
2021 Q2	$70K	Sell	321 -12	-4%	-$2.77K	0.04%	196
2021 Q1	$77K	Sell	333 -5	-1%	-$1.03K	0.04%	189
2020 Q4	$61K	Buy	338 +9	+3%	+$1.53K	0.04%	195
2020 Q3	$49K	Sell	329 -141	-30%	-$19.8K	0.04%	202
2020 Q2	$59K	Buy	+470	New	+$55.7K	0.05%	186

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

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

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

Norges Bank Oslo, Norway $935B AUM

Atlas Private Wealth Advisors's CAT Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Caterpillar (CAT) in Q4 2021, closing a stake of 272 shares — an estimated $52K sold.

Atlas Private Wealth Advisors first reported a position in CAT in Q2 2020 and held it in 6 quarters. The position peaked at $77K in Q1 2021. 2,157 funds tracked by Wall St. Rank hold CAT as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Caterpillar position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 272 Caterpillar shares in Q4 2021, an estimated $52K.
Atlas Private Wealth Advisors first reported a position in Caterpillar in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Caterpillar position peaked at $77K in Q1 2021.
2,157 funds tracked by Wall St. Rank held Caterpillar as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.