Guidance Point Advisors’s Caterpillar CAT Stock Holding History

Guidance Point 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
2021 Q4	–	Sell	-27	Closed	-$5K	–	132
2021 Q3	$5K	Buy	+27	New	+$5.62K	﹤0.01%	325

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

Guidance Point Advisors's CAT Position: Q4 2021 in Review

Guidance Point Advisors sold out of Caterpillar (CAT) in Q4 2021, closing a stake of 27 shares — an estimated $5K sold.

Guidance Point Advisors first reported a position in CAT in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 2,157 funds tracked by Wall St. Rank hold CAT as of Q4 2021.

Guidance Point Advisors reported no remaining Caterpillar position as of Q4 2021 after selling out during the quarter.
Guidance Point Advisors sold 27 Caterpillar shares in Q4 2021, an estimated $5K.
Guidance Point Advisors first reported a position in Caterpillar in Q3 2021 and held it in 1 quarter.
Guidance Point Advisors's Caterpillar position peaked at $5K in Q3 2021.
2,157 funds tracked by Wall St. Rank held Caterpillar as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.