Minot Wealth Management’s Caterpillar CAT Stock Holding History

Minot 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
2022 Q2	$202K	Hold	1,129	–	–	0.05%	172
2022 Q1	$252K	Sell	1,129 -500	-31%	-$105K	0.05%	170
2021 Q4	$337K	Sell	1,629 -7	-0.4%	-$1.41K	0.06%	155
2021 Q3	$314K	Hold	1,636	–	–	0.07%	156
2021 Q2	$352K	Buy	1,636 +7	+0.4%	+$1.62K	0.08%	143
2021 Q1	$378K	Buy	1,629 +259	+19%	+$53.6K	0.1%	132
2020 Q4	$249K	Sell	1,370 -100	-7%	-$17K	0.07%	135
2020 Q3	$219K	Buy	+1,470	New	+$206K	0.08%	125

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Minot Wealth Management's CAT Position: Q2 2022 in Review

Minot Wealth Management held its Caterpillar (CAT) position steady in Q2 2022 at 1,129 shares worth $202K. The position accounts for 0.05% of the portfolio, ranked #172.

Minot Wealth Management first reported a position in CAT in Q3 2020 and has held it in 8 quarters since. The position peaked at $378K in Q1 2021. 2,073 funds tracked by Wall St. Rank hold CAT as of Q2 2022.

Minot Wealth Management held 1,129 shares of Caterpillar worth $202K as of Q2 2022.
Minot Wealth Management left its Caterpillar share count unchanged in Q2 2022.
Caterpillar made up 0.05% of Minot Wealth Management's portfolio in Q2 2022, its #172 holding.
Minot Wealth Management first reported a position in Caterpillar in Q3 2020 and has held it in 8 quarters since.
Minot Wealth Management's Caterpillar position peaked at $378K in Q1 2021.
2,073 funds tracked by Wall St. Rank held Caterpillar as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.