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Legacy Wealth Planning’s Caterpillar CAT Stock Holding History

Legacy Wealth Planning’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
Q3 		– Sell
-1,168
Closed -$209K – 85
2022
Q2 		$209K Buy
1,168
+115
+11% +$24.2K 0.3% 85
2022
Q1 		$235K Buy
1,053
+64
+6% +$13.4K 0.28% 80
2021
Q4 		$205K Buy
+989
New +$199K 0.23% 92
2021
Q3 		– Sell
-951
Closed -$207K – 98
2021
Q2 		$207K Buy
951
+50
+6% +$11.5K 0.24% 91
2021
Q1 		$209K Buy
+901
New +$187K 0.27% 87

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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Wealth Planning's CAT Position: Q3 2022 in Review

Legacy Wealth Planning sold out of Caterpillar (CAT) in Q3 2022, closing a stake of 1,168 shares — an estimated $209K sold.

Legacy Wealth Planning first reported a position in CAT in Q1 2021 and held it in 5 quarters. The position peaked at $235K in Q1 2022. 1,989 funds tracked by Wall St. Rank hold CAT as of Q3 2022.

  • Legacy Wealth Planning reported no remaining Caterpillar position as of Q3 2022 after selling out during the quarter.
  • Legacy Wealth Planning sold 1,168 Caterpillar shares in Q3 2022, an estimated $209K.
  • Legacy Wealth Planning first reported a position in Caterpillar in Q1 2021 and held it in 5 quarters.
  • Legacy Wealth Planning's Caterpillar position peaked at $235K in Q1 2022.
  • 1,989 funds tracked by Wall St. Rank held Caterpillar as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.