NFP
CAT icon

Novak Financial Planning’s Caterpillar CAT Stock Holding History

Novak Financial 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
2021
Q2 		$1.41M Buy
6,479
+86
+1% +$19.9K 0.69% 48
2021
Q1 		$1.48M Sell
6,393
-19
-0.3% -$3.93K 0.81% 35
2020
Q4 		$1.17M Buy
+6,412
New +$1.09M 0.69% 43

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

Novak Financial Planning's CAT Position: Q2 2021 in Review

Novak Financial Planning increased its Caterpillar (CAT) stake by 1.3% in Q2 2021, buying an estimated $19.9K and bringing the position to 6,479 shares worth $1.41M. The position accounts for 0.69% of the portfolio, ranked #48.

Novak Financial Planning first reported a position in CAT in Q4 2020 and has held it in 3 quarters since. The position peaked at $1.48M in Q1 2021. 2,022 funds tracked by Wall St. Rank hold CAT as of Q2 2021.

  • Novak Financial Planning held 6,479 shares of Caterpillar worth $1.41M as of Q2 2021.
  • Novak Financial Planning bought 86 Caterpillar shares in Q2 2021, an estimated $19.9K.
  • Caterpillar made up 0.69% of Novak Financial Planning's portfolio in Q2 2021, its #48 holding.
  • Novak Financial Planning first reported a position in Caterpillar in Q4 2020 and has held it in 3 quarters since.
  • Novak Financial Planning's Caterpillar position peaked at $1.48M in Q1 2021.
  • 2,022 funds tracked by Wall St. Rank held Caterpillar as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.