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Legacy Wealth Partners (California)’s Caterpillar CAT Stock Holding History

Legacy Wealth Partners (California)’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 		$1.1M Sell
5,073
-689
-12% -$159K 0.61% 43
2021
Q1 		$1.34M Sell
5,762
-877
-13% -$182K 0.78% 26
2020
Q4 		$1.21M Buy
6,639
+1,386
+26% +$235K 0.76% 29
2020
Q3 		$783K Buy
+5,253
New +$738K 0.55% 37
2020
Q2 		– Sell
-3,400
Closed -$395K – 99
2020
Q1 		$395K Buy
3,400
+665
+24% +$84.9K 0.37% 59
2019
Q4 		$376K Buy
+2,735
New +$382K 0.27% 72

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

Legacy Wealth Partners (California)'s CAT Position: Q2 2021 in Review

Legacy Wealth Partners (California) reduced its Caterpillar (CAT) stake by 12% in Q2 2021, selling an estimated $159K and leaving 5,073 shares worth $1.1M. The position accounts for 0.61% of the portfolio, ranked #43.

Legacy Wealth Partners (California) first reported a position in CAT in Q4 2019 and has held it in 6 quarters since. The position peaked at $1.34M in Q1 2021. 2,022 funds tracked by Wall St. Rank hold CAT as of Q2 2021.

  • Legacy Wealth Partners (California) held 5,073 shares of Caterpillar worth $1.1M as of Q2 2021.
  • Legacy Wealth Partners (California) sold 689 Caterpillar shares in Q2 2021, an estimated $159K.
  • Caterpillar made up 0.61% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #43 holding.
  • Legacy Wealth Partners (California) first reported a position in Caterpillar in Q4 2019 and has held it in 6 quarters since.
  • Legacy Wealth Partners (California)'s Caterpillar position peaked at $1.34M in Q1 2021.
  • 2,022 funds tracked by Wall St. Rank held Caterpillar as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.