IWAG
CAT icon

Integer Wealth Advisors Group’s Caterpillar CAT Stock Holding History

Integer Wealth Advisors Group’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
Q1 		$297K Buy
1,288
+1
+0.1% +$207 0.16% 68
2020
Q4 		$250K Buy
+1,287
New +$218K 0.16% 69

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Integer Wealth Advisors Group's CAT Position: Q1 2021 in Review

Integer Wealth Advisors Group increased its Caterpillar (CAT) stake by 0.08% in Q1 2021, buying an estimated $207 and bringing the position to 1,288 shares worth $297K. The position accounts for 0.16% of the portfolio, ranked #68.

Integer Wealth Advisors Group first reported a position in CAT in Q4 2020 and has held it in 2 quarters since. 2,012 funds tracked by Wall St. Rank hold CAT as of Q1 2021.

  • Integer Wealth Advisors Group held 1,288 shares of Caterpillar worth $297K as of Q1 2021.
  • Integer Wealth Advisors Group bought 1 Caterpillar share in Q1 2021, an estimated $207.
  • Caterpillar made up 0.16% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #68 holding.
  • Integer Wealth Advisors Group first reported a position in Caterpillar in Q4 2020 and has held it in 2 quarters since.
  • 2,012 funds tracked by Wall St. Rank held Caterpillar as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.