KerberRose Wealth Management’s Caterpillar CAT Stock Holding History

KerberRose Wealth Management’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
2022 Q2	$261K	Buy	+1,458	New	+$307K	0.21%	91

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

KerberRose Wealth Management's CAT Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in Caterpillar (CAT) in Q2 2022: 1,458 shares worth $261K. The stake represents 0.21% of the portfolio and ranks #91 among its holdings.

2,074 funds tracked by Wall St. Rank hold CAT as of Q2 2022.

KerberRose Wealth Management held 1,458 shares of Caterpillar worth $261K as of Q2 2022.
Caterpillar was a new KerberRose Wealth Management position in Q2 2022.
Caterpillar made up 0.21% of KerberRose Wealth Management's portfolio in Q2 2022, its #91 holding.
2,074 funds tracked by Wall St. Rank held Caterpillar as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.