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Dixon Hughes Goodman Wealth Advisors’s Caterpillar CAT Stock Holding History

Dixon Hughes Goodman 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
Q1 		$387K Buy
1,738
+907
+109% +$190K 0.11% 115
2021
Q4 		$172K Buy
+831
New +$167K 0.06% 158

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's CAT Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Caterpillar (CAT) stake by 109% in Q1 2022, buying an estimated $190K and bringing the position to 1,738 shares worth $387K. The position accounts for 0.11% of the portfolio, ranked #115.

Dixon Hughes Goodman Wealth Advisors first reported a position in CAT in Q4 2021 and has held it in 2 quarters since. 2,174 funds tracked by Wall St. Rank hold CAT as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 1,738 shares of Caterpillar worth $387K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 907 Caterpillar shares in Q1 2022, an estimated $190K.
  • Caterpillar made up 0.11% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #115 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 2 quarters since.
  • 2,174 funds tracked by Wall St. Rank held Caterpillar as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.