Paladin Advisory Group’s Caterpillar CAT Stock Holding History

Paladin Advisory Group’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	–	Sell	-28	Closed	-$5.9K	–	313
2022 Q1	$6K	Buy	+28	New	+$5.87K	﹤0.01%	241

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 $295B AUM 31.6% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paladin Advisory Group's CAT Position: Q2 2022 in Review

Paladin Advisory Group sold out of Caterpillar (CAT) in Q2 2022, closing a stake of 28 shares — an estimated $5.9K sold.

Paladin Advisory Group first reported a position in CAT in Q1 2022 and held it in 1 quarter. The position peaked at $6K in Q1 2022. 2,072 funds tracked by Wall St. Rank hold CAT as of Q2 2022.

Paladin Advisory Group reported no remaining Caterpillar position as of Q2 2022 after selling out during the quarter.
Paladin Advisory Group sold 28 Caterpillar shares in Q2 2022, an estimated $5.9K.
Paladin Advisory Group first reported a position in Caterpillar in Q1 2022 and held it in 1 quarter.
Paladin Advisory Group's Caterpillar position peaked at $6K in Q1 2022.
2,072 funds tracked by Wall St. Rank held Caterpillar as of Q2 2022.

Based on Paladin Advisory Group's 13F filing for Q2 2022, filed 6 Jul 2022.