HFA
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Hoover Financial Advisors’s Caterpillar CAT Stock Holding History

Hoover Financial 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
Q2 		$7K Hold
30
– – ﹤0.01% 508
2021
Q1 		$7K Hold
30
– – ﹤0.01% 462
2020
Q4 		$6K Buy
+30
New +$5.09K ﹤0.01% 446
2020
Q3 		– Sell
-30
Closed -$4K – 238
2020
Q2 		$4K Buy
+30
New +$3.56K ﹤0.01% 403

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $295B AUM 31.6% 1-Year Est. Return

Hoover Financial Advisors's CAT Position: Q2 2021 in Review

Hoover Financial Advisors held its Caterpillar (CAT) position steady in Q2 2021 at 30 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Hoover Financial Advisors first reported a position in CAT in Q2 2020 and has held it in 4 quarters since. 2,022 funds tracked by Wall St. Rank hold CAT as of Q2 2021.

  • Hoover Financial Advisors held 30 shares of Caterpillar worth $7K as of Q2 2021.
  • Hoover Financial Advisors left its Caterpillar share count unchanged in Q2 2021.
  • Caterpillar made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #508 holding.
  • Hoover Financial Advisors first reported a position in Caterpillar in Q2 2020 and has held it in 4 quarters since.
  • 2,022 funds tracked by Wall St. Rank held Caterpillar as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.