PCA
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Personal Capital Advisors’s Caterpillar CAT Stock Holding History

Personal Capital Advisors’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 		$1.48M Sell
6,190
-265
-4% -$57.7K 0.01% 225
2022
Q3 		$1.06M Buy
6,455
+476
+8% +$87K 0.01% 232
2022
Q2 		$1.07M Buy
5,979
+1,043
+21% +$220K 0.01% 232
2022
Q1 		$1.1M Sell
4,936
-597
-11% -$125K 0.01% 242
2021
Q4 		$1.12M Buy
5,533
+167
+3% +$33.6K 0.01% 261
2021
Q3 		$1.03M Buy
5,366
+18
+0.3% +$3.75K 0.01% 253
2021
Q2 		$1.16M Sell
5,348
-351
-6% -$81.1K 0.01% 249
2021
Q1 		$1.32M Buy
5,699
+1,124
+25% +$233K 0.01% 241
2020
Q4 		$833K Buy
4,575
+943
+26% +$160K 0.01% 260
2020
Q3 		$542K Buy
3,632
+339
+10% +$47.6K ﹤0.01% 276
2020
Q2 		$417K Sell
3,293
-723
-18% -$85.7K ﹤0.01% 266
2020
Q1 		$433K Sell
4,016
-557
-12% -$71.1K ﹤0.01% 259
2019
Q4 		$675K Buy
4,573
+1,085
+31% +$151K 0.01% 246
2019
Q3 		$440K Buy
3,488
+1,354
+63% +$172K ﹤0.01% 259
2019
Q2 		$291K Sell
2,134
-251
-11% -$33.2K ﹤0.01% 275
2019
Q1 		$323K Hold
2,385
– – ﹤0.01% 261
2018
Q4 		$303K Sell
2,385
-119
-5% -$15.5K ﹤0.01% 260
2018
Q3 		$382K Buy
2,504
+148
+6% +$20.9K ﹤0.01% 235
2018
Q2 		$320K Buy
2,356
+139
+6% +$20.8K ﹤0.01% 235
2018
Q1 		$327K Sell
2,217
-173
-7% -$27.3K 0.01% 211
2017
Q4 		$377K Buy
2,390
+186
+8% +$25.8K 0.01% 197
2017
Q3 		$275K Sell
2,204
-39
-2% -$4.49K 0.01% 199
2017
Q2 		$241K Sell
2,243
-383
-15% -$38.9K 0.01% 201
2017
Q1 		$244K Buy
+2,626
New +$249K 0.01% 191

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 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

Personal Capital Advisors's CAT Position: Q4 2022 in Review

Personal Capital Advisors reduced its Caterpillar (CAT) stake by 4.1% in Q4 2022, selling an estimated $57.7K and leaving 6,190 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #225.

Personal Capital Advisors first reported a position in CAT in Q1 2017 and has held it in 24 quarters since. 2,284 funds tracked by Wall St. Rank hold CAT as of Q4 2022.

  • Personal Capital Advisors held 6,190 shares of Caterpillar worth $1.48M as of Q4 2022.
  • Personal Capital Advisors sold 265 Caterpillar shares in Q4 2022, an estimated $57.7K.
  • Caterpillar made up 0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #225 holding.
  • Personal Capital Advisors first reported a position in Caterpillar in Q1 2017 and has held it in 24 quarters since.
  • 2,284 funds tracked by Wall St. Rank held Caterpillar as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.