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Guidant Wealth Advisors’s Caterpillar CAT Stock Holding History

Guidant 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
2018
Q2 		– Sell
-34
Closed -$4K – 231
2018
Q1 		$4K Buy
34
+8
+31% +$1.26K ﹤0.01% 170
2017
Q4 		$4K Hold
26
– – ﹤0.01% 171
2017
Q3 		$3K Sell
26
-16
-38% -$1.84K ﹤0.01% 182
2017
Q2 		$4K Sell
42
-88
-68% -$8.94K ﹤0.01% 222
2017
Q1 		$12K Buy
130
+88
+210% +$8.33K 0.01% 164
2016
Q4 		$4K Hold
42
– – ﹤0.01% 189
2016
Q3 		$4K Buy
+42
New +$3.44K ﹤0.01% 190

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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Guidant Wealth Advisors's CAT Position: Q2 2018 in Review

Guidant Wealth Advisors sold out of Caterpillar (CAT) in Q2 2018, closing a stake of 34 shares — an estimated $4K sold.

Guidant Wealth Advisors first reported a position in CAT in Q3 2016 and held it in 7 quarters. The position peaked at $12K in Q1 2017. 1,513 funds tracked by Wall St. Rank hold CAT as of Q2 2018.

  • Guidant Wealth Advisors reported no remaining Caterpillar position as of Q2 2018 after selling out during the quarter.
  • Guidant Wealth Advisors sold 34 Caterpillar shares in Q2 2018, an estimated $4K.
  • Guidant Wealth Advisors first reported a position in Caterpillar in Q3 2016 and held it in 7 quarters.
  • Guidant Wealth Advisors's Caterpillar position peaked at $12K in Q1 2017.
  • 1,513 funds tracked by Wall St. Rank held Caterpillar as of Q2 2018.

Based on Guidant Wealth Advisors's 13F filing for Q2 2018, filed 11 Jul 2018.