Fiduciary Planning’s Caterpillar CAT Stock Holding History

Fiduciary Planning’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
2020 Q4	–	Sell	-13	Closed	-$2K	–	239
2020 Q3	$2K	Buy	+13	New	+$1.83K	﹤0.01%	158

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Fiduciary Planning's CAT Position: Q4 2020 in Review

Fiduciary Planning sold out of Caterpillar (CAT) in Q4 2020, closing a stake of 13 shares — an estimated $2K sold.

Fiduciary Planning first reported a position in CAT in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 1,891 funds tracked by Wall St. Rank hold CAT as of Q4 2020.

Fiduciary Planning reported no remaining Caterpillar position as of Q4 2020 after selling out during the quarter.
Fiduciary Planning sold 13 Caterpillar shares in Q4 2020, an estimated $2K.
Fiduciary Planning first reported a position in Caterpillar in Q3 2020 and held it in 1 quarter.
Fiduciary Planning's Caterpillar position peaked at $2K in Q3 2020.
1,891 funds tracked by Wall St. Rank held Caterpillar as of Q4 2020.

Based on Fiduciary Planning's 13F filing for Q4 2020, filed 10 Feb 2021.