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Personal Wealth Partners’s Caterpillar CAT Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-974
Closed -$212K – 127
2021
Q2 		$212K Buy
974
+12
+1% +$2.77K 0.09% 77
2021
Q1 		$223K Buy
+962
New +$199K 0.1% 71
2020
Q1 		– Sell
-929
Closed -$137K – 140
2019
Q4 		$137K Sell
929
-21
-2% -$2.93K 0.06% 87
2019
Q3 		$120K Buy
950
+8
+0.8% +$1.02K 0.06% 92
2019
Q2 		$128K Buy
+942
New +$124K 0.06% 76

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Personal Wealth Partners's CAT Position: Q3 2021 in Review

Personal Wealth Partners sold out of Caterpillar (CAT) in Q3 2021, closing a stake of 974 shares — an estimated $212K sold.

Personal Wealth Partners first reported a position in CAT in Q2 2019 and held it in 5 quarters. The position peaked at $223K in Q1 2021. 1,937 funds tracked by Wall St. Rank hold CAT as of Q3 2021.

  • Personal Wealth Partners reported no remaining Caterpillar position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 974 Caterpillar shares in Q3 2021, an estimated $212K.
  • Personal Wealth Partners first reported a position in Caterpillar in Q2 2019 and held it in 5 quarters.
  • Personal Wealth Partners's Caterpillar position peaked at $223K in Q1 2021.
  • 1,937 funds tracked by Wall St. Rank held Caterpillar as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.