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Genesis Wealth Advisors’s Caterpillar CAT Stock Holding History

Genesis 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
2015
Q2 		$44.1K Hold
520
– – 0.04% 186
2015
Q1 		$41.4K Hold
520
– – 0.03% 212
2014
Q4 		$44.3K Buy
+520
New +$50.6K 0.04% 226

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Genesis Wealth Advisors's CAT Position: Q2 2015 in Review

Genesis Wealth Advisors held its Caterpillar (CAT) position steady in Q2 2015 at 520 shares worth $44.1K. The position accounts for 0.04% of the portfolio, ranked #186.

Genesis Wealth Advisors first reported a position in CAT in Q4 2014 and has held it in 3 quarters since. The position peaked at $44.3K in Q4 2014. 1,129 funds tracked by Wall St. Rank hold CAT as of Q2 2015.

  • Genesis Wealth Advisors held 520 shares of Caterpillar worth $44.1K as of Q2 2015.
  • Genesis Wealth Advisors left its Caterpillar share count unchanged in Q2 2015.
  • Caterpillar made up 0.04% of Genesis Wealth Advisors's portfolio in Q2 2015, its #186 holding.
  • Genesis Wealth Advisors first reported a position in Caterpillar in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Caterpillar position peaked at $44.3K in Q4 2014.
  • 1,129 funds tracked by Wall St. Rank held Caterpillar as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.