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Atlas Private Wealth Management’s Caterpillar CAT Stock Holding History

Atlas Private 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
2024
Q1 		$757K Hold
2,067
– – 0.32% 80
2023
Q4 		$611K Buy
2,067
+1
+0% +$259 0.29% 87
2023
Q3 		$564K Buy
2,066
+1
+0% +$271 0.3% 86
2023
Q2 		$508K Buy
2,065
+432
+26% +$96.3K 0.27% 88
2023
Q1 		$374K Sell
1,633
-24
-1% -$5.8K 0.22% 95
2022
Q4 		$397K Buy
1,657
+1
+0.1% +$218 0.18% 92
2022
Q3 		$272K Sell
1,656
-1
-0.1% -$183 0.2% 97
2022
Q2 		$296K Buy
1,657
+3
+0.2% +$632 0.2% 99
2022
Q1 		$369K Sell
1,654
-11
-0.7% -$2.31K 0.21% 101
2021
Q4 		$344K Buy
+1,665
New +$335K 0.19% 107
2021
Q2 		– Sell
-174
Closed -$40K – 150
2021
Q1 		$40K Hold
174
– – 0.03% 205
2020
Q4 		$32K Hold
174
– – 0.02% 227
2020
Q3 		$26K Sell
174
-138
-44% -$19.4K 0.02% 228
2020
Q2 		$39K Sell
312
-98
-24% -$11.6K 0.03% 213
2020
Q1 		$48K Sell
410
-98
-19% -$12.5K 0.04% 182
2019
Q4 		$75K Buy
+508
New +$70.9K 0.06% 175

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atlas Private Wealth Management's CAT Position: Q1 2024 in Review

Atlas Private Wealth Management held its Caterpillar (CAT) position steady in Q1 2024 at 2,067 shares worth $757K. The position accounts for 0.32% of the portfolio, ranked #80.

Atlas Private Wealth Management first reported a position in CAT in Q4 2019 and has held it in 16 quarters since. 2,709 funds tracked by Wall St. Rank hold CAT as of Q1 2024.

  • Atlas Private Wealth Management held 2,067 shares of Caterpillar worth $757K as of Q1 2024.
  • Atlas Private Wealth Management left its Caterpillar share count unchanged in Q1 2024.
  • Caterpillar made up 0.32% of Atlas Private Wealth Management's portfolio in Q1 2024, its #80 holding.
  • Atlas Private Wealth Management first reported a position in Caterpillar in Q4 2019 and has held it in 16 quarters since.
  • 2,709 funds tracked by Wall St. Rank held Caterpillar as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.