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CLA (CliftonLarsonAllen) Wealth Advisors’s Caterpillar CAT Stock Holding History

CLA (CliftonLarsonAllen) 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
Q2 		– Sell
-10,281
Closed -$2.29M – 183
2022
Q1 		$2.29M Buy
+10,281
New +$2.16M 0.08% 100
2021
Q4 		– Sell
-1,510
Closed -$290K – 191
2021
Q3 		$290K Buy
1,510
+250
+20% +$52.1K 0.01% 272
2021
Q2 		$274K Buy
+1,260
New +$291K 0.01% 276

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's CAT Position: Q2 2022 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Caterpillar (CAT) in Q2 2022, closing a stake of 10,281 shares — an estimated $2.29M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in CAT in Q2 2021 and held it in 3 quarters. The position peaked at $2.29M in Q1 2022. 2,072 funds tracked by Wall St. Rank hold CAT as of Q2 2022.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Caterpillar position as of Q2 2022 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 10,281 Caterpillar shares in Q2 2022, an estimated $2.29M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Caterpillar in Q2 2021 and held it in 3 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Caterpillar position peaked at $2.29M in Q1 2022.
  • 2,072 funds tracked by Wall St. Rank held Caterpillar as of Q2 2022.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2022, filed 8 Jul 2022.