Essex Private Wealth Management’s Caterpillar CAT Stock Holding History

Essex Private 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
2021 Q4	–	Sell	-1,156	Closed	-$222K	–	63
2021 Q3	$222K	Buy	1,156 +1	+0.1%	+$208	0.2%	63
2021 Q2	$251K	Buy	1,155 +1	+0.1%	+$231	0.23%	58
2021 Q1	$268K	Buy	1,154 +1	+0.1%	+$207	0.26%	56
2020 Q4	$209K	Buy	+1,153	New	+$196K	0.2%	64

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

Essex Private Wealth Management's CAT Position: Q4 2021 in Review

Essex Private Wealth Management sold out of Caterpillar (CAT) in Q4 2021, closing a stake of 1,156 shares — an estimated $222K sold.

Essex Private Wealth Management first reported a position in CAT in Q4 2020 and held it in 4 quarters. The position peaked at $268K in Q1 2021. 2,157 funds tracked by Wall St. Rank hold CAT as of Q4 2021.

Essex Private Wealth Management reported no remaining Caterpillar position as of Q4 2021 after selling out during the quarter.
Essex Private Wealth Management sold 1,156 Caterpillar shares in Q4 2021, an estimated $222K.
Essex Private Wealth Management first reported a position in Caterpillar in Q4 2020 and held it in 4 quarters.
Essex Private Wealth Management's Caterpillar position peaked at $268K in Q1 2021.
2,157 funds tracked by Wall St. Rank held Caterpillar as of Q4 2021.

Based on Essex Private Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.