DB Wealth Management Group’s Caterpillar CAT Stock Holding History

DB Wealth Management Group’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 Q4	$129K	Hold	435	–	–	0.07%	107
2023 Q3	$119K	Sell	435 -71	-14%	-$19.3K	0.07%	107
2023 Q2	$125K	Hold	506	–	–	0.08%	102
2023 Q1	$116K	Hold	506	–	–	0.07%	102
2022 Q4	$121K	Hold	506	–	–	0.08%	98
2022 Q3	$83K	Hold	506	–	–	0.06%	116
2022 Q2	$90K	Hold	506	–	–	0.06%	115
2022 Q1	$113K	Hold	506	–	–	0.07%	115
2021 Q4	$105K	Hold	506	–	–	0.06%	113
2021 Q3	$97K	Hold	506	–	–	0.06%	118
2021 Q2	$110K	Hold	506	–	–	0.07%	110
2021 Q1	$117K	Sell	506 -253	-33%	-$52.4K	0.08%	106
2020 Q4	$138K	Buy	+759	New	+$129K	0.1%	97

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DB Wealth Management Group's CAT Position: Q4 2023 in Review

DB Wealth Management Group held its Caterpillar (CAT) position steady in Q4 2023 at 435 shares worth $129K. The position accounts for 0.07% of the portfolio, ranked #107.

DB Wealth Management Group first reported a position in CAT in Q4 2020 and has held it in 13 quarters since. The position peaked at $138K in Q4 2020. 2,578 funds tracked by Wall St. Rank hold CAT as of Q4 2023.

DB Wealth Management Group held 435 shares of Caterpillar worth $129K as of Q4 2023.
DB Wealth Management Group left its Caterpillar share count unchanged in Q4 2023.
Caterpillar made up 0.07% of DB Wealth Management Group's portfolio in Q4 2023, its #107 holding.
DB Wealth Management Group first reported a position in Caterpillar in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's Caterpillar position peaked at $138K in Q4 2020.
2,578 funds tracked by Wall St. Rank held Caterpillar as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.