MW
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Milestone Wealth’s Caterpillar CAT Stock Holding History

Milestone Wealth’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 		$44K Hold
269
– – 0.05% 117
2022
Q2 		$48K Hold
269
– – 0.05% 113
2022
Q1 		$56K Hold
269
– – 0.05% 120
2021
Q4 		$56K Buy
+269
New +$54.2K 0.04% 120

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Milestone Wealth's CAT Position: Q3 2022 in Review

Milestone Wealth held its Caterpillar (CAT) position steady in Q3 2022 at 269 shares worth $44K. The position accounts for 0.05% of the portfolio, ranked #117.

Milestone Wealth first reported a position in CAT in Q4 2021 and has held it in 4 quarters since. The position peaked at $56K in Q1 2022. 1,990 funds tracked by Wall St. Rank hold CAT as of Q3 2022.

  • Milestone Wealth held 269 shares of Caterpillar worth $44K as of Q3 2022.
  • Milestone Wealth left its Caterpillar share count unchanged in Q3 2022.
  • Caterpillar made up 0.05% of Milestone Wealth's portfolio in Q3 2022, its #117 holding.
  • Milestone Wealth first reported a position in Caterpillar in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Caterpillar position peaked at $56K in Q1 2022.
  • 1,990 funds tracked by Wall St. Rank held Caterpillar as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.