BRWM
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B. Riley Wealth Management’s Caterpillar CAT Stock Holding History

B. Riley 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
Q2 		$21.2K Buy
5,524
+1,788
+48% +$377K ﹤0.01% 700
2022
Q1 		$832K Sell
3,736
-2,450
-40% -$514K 0.06% 234
2021
Q4 		$1.28M Buy
6,186
+419
+7% +$84.4K 0.09% 201
2021
Q3 		$1.11M Buy
+5,767
New +$1.2M 0.09% 211
2021
Q2 		– Sell
-2,679
Closed -$621K – 436
2021
Q1 		$621K Buy
+2,679
New +$555K 0.07% 202
2020
Q3 		– Sell
-5,717
Closed -$723K – 427
2020
Q2 		$723K Sell
5,717
-11,024
-66% -$1.31M 0.08% 189
2020
Q1 		$1.94M Buy
16,741
+10,732
+179% +$1.37M 0.2% 112
2019
Q4 		$887K Buy
6,009
+1,618
+37% +$226K 0.13% 155
2019
Q3 		$555K Buy
4,391
+1,531
+54% +$195K 0.1% 192
2019
Q2 		$390K Sell
2,860
-5,483
-66% -$725K 0.06% 242
2019
Q1 		$1.13M Sell
8,343
-429
-5% -$57K 0.2% 117
2018
Q4 		$1.11M Sell
8,772
-560
-6% -$72.9K 0.23% 100
2018
Q3 		$1.42M Buy
+9,332
New +$1.32M 0.35% 67
2016
Q1 		$241K Sell
3,158
-191
-6% -$12.8K 0.36% 95
2015
Q4 		$227K Buy
3,349
+230
+7% +$16.1K 0.29% 128
2015
Q3 		$203K Sell
3,119
-302
-9% -$23.1K 0.29% 143
2015
Q2 		$290K Sell
3,421
-82
-2% -$7.05K 0.23% 124
2015
Q1 		$280K Buy
3,503
+474
+16% +$39.4K 0.21% 134
2014
Q4 		$277K Buy
3,029
+348
+13% +$33.9K 0.23% 116
2014
Q3 		$265K Sell
2,681
-1,551
-37% -$164K 0.2% 146
2014
Q2 		$459K Buy
4,232
+234
+6% +$24.6K 0.3% 83
2014
Q1 		$397K Buy
+3,998
New +$377K 0.29% 87

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

B. Riley Wealth Management's CAT Position: Q2 2022 in Review

B. Riley Wealth Management increased its Caterpillar (CAT) stake by 48% in Q2 2022, buying an estimated $377K and bringing the position to 5,524 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

B. Riley Wealth Management first reported a position in CAT in Q1 2014 and has held it in 22 quarters since. The position peaked at $1.94M in Q1 2020. 2,074 funds tracked by Wall St. Rank hold CAT as of Q2 2022.

  • B. Riley Wealth Management held 5,524 shares of Caterpillar worth $21.2K as of Q2 2022.
  • B. Riley Wealth Management bought 1,788 Caterpillar shares in Q2 2022, an estimated $377K.
  • Caterpillar made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #700 holding.
  • B. Riley Wealth Management first reported a position in Caterpillar in Q1 2014 and has held it in 22 quarters since.
  • B. Riley Wealth Management's Caterpillar position peaked at $1.94M in Q1 2020.
  • 2,074 funds tracked by Wall St. Rank held Caterpillar as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.