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BDO Wealth Advisors’s Caterpillar CAT Stock Holding History

BDO 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
2023
Q2 		$405K Buy
1,644
+110
+7% +$24.5K 0.05% 192
2023
Q1 		$351K Hold
1,534
– – 0.04% 192
2022
Q4 		$367K Sell
1,534
-53
-3% -$11.5K 0.05% 200
2022
Q3 		$260K Hold
1,587
– – 0.03% 225
2022
Q2 		$284K Sell
1,587
-200
-11% -$42.1K 0.04% 216
2022
Q1 		$398K Sell
1,787
-70
-4% -$14.7K 0.04% 200
2021
Q4 		$384K Sell
1,857
-35
-2% -$7.05K 0.04% 208
2021
Q3 		$363K Buy
1,892
+105
+6% +$21.9K 0.04% 211
2021
Q2 		$389K Hold
1,787
– – 0.04% 215
2021
Q1 		$414K Buy
1,787
+343
+24% +$71K 0.05% 200
2020
Q4 		$263K Buy
1,444
+125
+9% +$21.2K 0.04% 214
2020
Q3 		$197K Buy
1,319
+41
+3% +$5.76K 0.03% 220
2020
Q2 		$162K Buy
1,278
+1
+0.1% +$119 0.03% 236
2020
Q1 		$148K Buy
1,277
+1,026
+409% +$131K 0.03% 231
2019
Q4 		$37K Sell
251
-38
-13% -$5.3K 0.01% 329
2019
Q3 		$37K Hold
289
– – 0.01% 348
2019
Q2 		$39K Buy
289
+33
+13% +$4.36K 0.01% 330
2019
Q1 		$35K Sell
256
-99
-28% -$13.2K 0.01% 320
2018
Q4 		$45K Sell
355
-193
-35% -$25.1K 0.02% 270
2018
Q3 		$84K Buy
548
+2
+0.4% +$283 0.03% 232
2018
Q2 		$74K Buy
546
+58
+12% +$8.67K 0.03% 244
2018
Q1 		$72K Buy
488
+458
+1,527% +$72.3K 0.03% 209
2017
Q4 		$5K Buy
30
+5
+20% +$694 ﹤0.01% 369
2017
Q3 		$3K Sell
25
-450
-95% -$51.8K ﹤0.01% 368
2017
Q2 		$51K Buy
+475
New +$48.3K 0.02% 231

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BDO Wealth Advisors's CAT Position: Q2 2023 in Review

BDO Wealth Advisors increased its Caterpillar (CAT) stake by 7.2% in Q2 2023, buying an estimated $24.5K and bringing the position to 1,644 shares worth $405K. The position accounts for 0.05% of the portfolio, ranked #192.

BDO Wealth Advisors first reported a position in CAT in Q2 2017 and has held it in 25 quarters since. The position peaked at $414K in Q1 2021. 2,321 funds tracked by Wall St. Rank hold CAT as of Q2 2023.

  • BDO Wealth Advisors held 1,644 shares of Caterpillar worth $405K as of Q2 2023.
  • BDO Wealth Advisors bought 110 Caterpillar shares in Q2 2023, an estimated $24.5K.
  • Caterpillar made up 0.05% of BDO Wealth Advisors's portfolio in Q2 2023, its #192 holding.
  • BDO Wealth Advisors first reported a position in Caterpillar in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Caterpillar position peaked at $414K in Q1 2021.
  • 2,321 funds tracked by Wall St. Rank held Caterpillar as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.