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Laidlaw Wealth Management’s Caterpillar CAT Stock Holding History

Laidlaw 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
2024
Q1 		– Sell
-1,164
Closed -$344K – 185
2023
Q4 		$344K Buy
+1,164
New +$302K 0.13% 169
2023
Q3 		– Sell
-1,322
Closed -$325K – 282
2023
Q2 		$325K Sell
1,322
-91
-6% -$20.3K 0.06% 254
2023
Q1 		$323K Sell
1,413
-65
-4% -$15.7K 0.07% 251
2022
Q4 		$354K Sell
1,478
-372
-20% -$81K 0.08% 240
2022
Q3 		$304K Buy
1,850
+176
+11% +$32.2K 0.07% 233
2022
Q2 		$299K Sell
1,674
-266
-14% -$56.1K 0.06% 266
2022
Q1 		$432K Sell
1,940
-3,141
-62% -$659K 0.07% 238
2021
Q4 		$1.05M Buy
+5,081
New +$1.02M 0.17% 141
2021
Q1 		– Sell
-6,724
Closed -$1.22M – 239
2020
Q4 		$1.22M Buy
+6,724
New +$1.14M 0.26% 106

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Laidlaw Wealth Management's CAT Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of Caterpillar (CAT) in Q1 2024, closing a stake of 1,164 shares — an estimated $344K sold.

Laidlaw Wealth Management first reported a position in CAT in Q4 2020 and held it in 9 quarters. The position peaked at $1.22M in Q4 2020. 2,708 funds tracked by Wall St. Rank hold CAT as of Q1 2024.

  • Laidlaw Wealth Management reported no remaining Caterpillar position as of Q1 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 1,164 Caterpillar shares in Q1 2024, an estimated $344K.
  • Laidlaw Wealth Management first reported a position in Caterpillar in Q4 2020 and held it in 9 quarters.
  • Laidlaw Wealth Management's Caterpillar position peaked at $1.22M in Q4 2020.
  • 2,708 funds tracked by Wall St. Rank held Caterpillar as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.