Clear Perspective Advisors’s Caterpillar CAT Stock Holding History

Clear Perspective 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	$623K	Buy	3,013 +960	+47%	+$193K	0.19%	83
2021 Q3	$394K	Sell	2,053 -4	-0.2%	-$833	0.13%	105
2021 Q2	$448K	Buy	2,057 +4	+0.2%	+$924	0.16%	96
2021 Q1	$476K	Buy	2,053 +60	+3%	+$12.4K	0.19%	88
2020 Q4	$363K	Sell	1,993 -249	-11%	-$42.2K	0.15%	105
2020 Q3	$1.4K	Buy	2,242 +30	+1%	+$4.21K	0.66%	29
2020 Q2	$280K	Buy	+2,212	New	+$262K	0.15%	100
2020 Q1	–	Sell	-1,502	Closed	-$222K	–	116
2019 Q4	$222K	Buy	+1,502	New	+$210K	0.14%	127
2018 Q3	–	Sell	-1,237	Closed	-$168K	–	179
2018 Q2	$168K	Sell	1,237 -750	-38%	-$112K	0.12%	152
2018 Q1	$293K	Buy	1,987 +750	+61%	+$118K	0.22%	106
2017 Q4	$195K	Sell	1,237 -100	-7%	-$13.9K	0.15%	135
2017 Q3	$167K	Sell	1,337 -906	-40%	-$104K	0.14%	139
2017 Q2	$241K	Hold	2,243	–	–	0.2%	110
2017 Q1	$208K	Hold	2,243	–	–	0.14%	118
2016 Q4	$208K	Buy	+2,243	New	+$203K	0.14%	122

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

Clear Perspective Advisors's CAT Position: Q4 2021 in Review

Clear Perspective Advisors increased its Caterpillar (CAT) stake by 47% in Q4 2021, buying an estimated $193K and bringing the position to 3,013 shares worth $623K. The position accounts for 0.19% of the portfolio, ranked #83.

Clear Perspective Advisors first reported a position in CAT in Q4 2016 and has held it in 15 quarters since. 2,158 funds tracked by Wall St. Rank hold CAT as of Q4 2021.

Clear Perspective Advisors held 3,013 shares of Caterpillar worth $623K as of Q4 2021.
Clear Perspective Advisors bought 960 Caterpillar shares in Q4 2021, an estimated $193K.
Caterpillar made up 0.19% of Clear Perspective Advisors's portfolio in Q4 2021, its #83 holding.
Clear Perspective Advisors first reported a position in Caterpillar in Q4 2016 and has held it in 15 quarters since.
2,158 funds tracked by Wall St. Rank held Caterpillar as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.