Doyle Wealth Management’s Caterpillar CAT Stock Holding History

Doyle Wealth Management’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 Q3	$273K	Buy	1,665 +80	+5%	+$14.6K	0.02%	174
2022 Q2	$283K	Buy	1,585 +24	+2%	+$5.06K	0.02%	177
2022 Q1	$348K	Sell	1,561 -4	-0.3%	-$839	0.03%	184
2021 Q4	$324K	Hold	1,565	–	–	0.02%	186
2021 Q3	$300K	Buy	1,565 +300	+24%	+$62.5K	0.02%	185
2021 Q2	$275K	Buy	1,265 +1	+0.1%	+$231	0.02%	188
2021 Q1	$293K	Sell	1,264 -280	-18%	-$58K	0.03%	177
2020 Q4	$281K	Hold	1,544	–	–	0.03%	174
2020 Q3	$230K	Buy	+1,544	New	+$217K	0.03%	167
2020 Q1	–	Sell	-1,372	Closed	-$203K	–	186
2019 Q4	$203K	Buy	+1,372	New	+$191K	0.03%	204
2019 Q3	–	Sell	-1,387	Closed	-$189K	–	278
2019 Q2	$189K	Sell	1,387 -199	-13%	-$26.3K	0.03%	195
2019 Q1	$208K	Sell	1,586 -849	-35%	-$113K	0.03%	184
2018 Q4	$309K	Buy	+2,435	New	+$317K	0.05%	139

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

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

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

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

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

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

Doyle Wealth Management's CAT Position: Q3 2022 in Review

Doyle Wealth Management increased its Caterpillar (CAT) stake by 5% in Q3 2022, buying an estimated $14.6K and bringing the position to 1,665 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #174.

Doyle Wealth Management first reported a position in CAT in Q4 2018 and has held it in 13 quarters since. The position peaked at $348K in Q1 2022. 1,989 funds tracked by Wall St. Rank hold CAT as of Q3 2022.

Doyle Wealth Management held 1,665 shares of Caterpillar worth $273K as of Q3 2022.
Doyle Wealth Management bought 80 Caterpillar shares in Q3 2022, an estimated $14.6K.
Caterpillar made up 0.02% of Doyle Wealth Management's portfolio in Q3 2022, its #174 holding.
Doyle Wealth Management first reported a position in Caterpillar in Q4 2018 and has held it in 13 quarters since.
Doyle Wealth Management's Caterpillar position peaked at $348K in Q1 2022.
1,989 funds tracked by Wall St. Rank held Caterpillar as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.