PAG
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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
Q4 		– Sell
-28
Closed -$4K – 270
2022
Q3 		$4K Hold
28
– – ﹤0.01% 244
2022
Q2 		$5K Buy
+28
New +$5.9K ﹤0.01% 245
2022
Q1 		– Sell
-28
Closed -$5K – 310
2021
Q4 		$5K Buy
+28
New +$5.64K ﹤0.01% 247

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
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.