MWM
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Merriman Wealth Management’s Caterpillar CAT Stock Holding History

Merriman 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
2021
Q1 		– Sell
-1,145
Closed -$209K – 186
2020
Q4 		$209K Buy
+1,145
New +$194K 0.02% 192
2019
Q4 		– Sell
-1,620
Closed -$205K – 185
2019
Q3 		$205K Hold
1,620
– – 0.04% 164
2019
Q2 		$2.21K Buy
1,620
+100
+7% +$13.2K 0.04% 166
2019
Q1 		$206K Sell
1,520
-1,270
-46% -$169K 0.04% 189
2018
Q4 		$358K Buy
2,790
+125
+5% +$16.3K 0.08% 105
2018
Q3 		$406K Sell
2,665
-520
-16% -$73.6K 0.09% 122
2018
Q2 		$432K Buy
3,185
+580
+22% +$86.7K 0.1% 118
2018
Q1 		$384K Hold
2,605
– – 0.1% 138
2017
Q4 		$410K Buy
2,605
+240
+10% +$33.3K 0.1% 125
2017
Q3 		$295K Buy
+2,365
New +$272K 0.07% 128

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 $5.7T 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