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Financial Planners of Cleveland’s Caterpillar CAT Stock Holding History

Financial Planners of Cleveland’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
Q2 		– Sell
-1,917
Closed -$427K – 8
2022
Q1 		$427K Sell
1,917
-1,574
-45% -$330K 0.18% 39
2021
Q4 		$793K Buy
+3,491
New +$703K 0.32% 27

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Planners of Cleveland's CAT Position: Q2 2022 in Review

Financial Planners of Cleveland sold out of Caterpillar (CAT) in Q2 2022, closing a stake of 1,917 shares — an estimated $427K sold.

Financial Planners of Cleveland first reported a position in CAT in Q4 2021 and held it in 2 quarters. The position peaked at $793K in Q4 2021. 2,073 funds tracked by Wall St. Rank hold CAT as of Q2 2022.

  • Financial Planners of Cleveland reported no remaining Caterpillar position as of Q2 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 1,917 Caterpillar shares in Q2 2022, an estimated $427K.
  • Financial Planners of Cleveland first reported a position in Caterpillar in Q4 2021 and held it in 2 quarters.
  • Financial Planners of Cleveland's Caterpillar position peaked at $793K in Q4 2021.
  • 2,073 funds tracked by Wall St. Rank held Caterpillar as of Q2 2022.

Based on Financial Planners of Cleveland's 13F filing for Q2 2022.