PFS Investments’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$436K Buy
1,770
+14
+0.8% +$3.12K 0.01% 407
2023
Q1
$367K Hold
1,756
– – 0.01% 404
2022
Q4
$421K Buy
1,756
+336
+24% +$73.1K 0.01% 375
2022
Q3
$233K Buy
1,420
+159
+13% +$29K ﹤0.01% 397
2022
Q2
$225K Buy
+1,261
New +$266K ﹤0.01% 398

Other funds holding CAT

PFS Investments's CAT Position: Q2 2023 in Review

PFS Investments increased its Caterpillar (CAT) stake by 0.8% in Q2 2023, buying an estimated $3.12K and bringing the position to 1,770 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #407.

PFS Investments first reported a position in CAT in Q2 2022 and has held it in 5 quarters since. 2,322 funds tracked by Wall St. Rank hold CAT as of Q2 2023.

  • PFS Investments held 1,770 shares of Caterpillar worth $436K as of Q2 2023.
  • PFS Investments bought 14 Caterpillar shares in Q2 2023, an estimated $3.12K.
  • Caterpillar made up 0.01% of PFS Investments's portfolio in Q2 2023, its #407 holding.
  • PFS Investments first reported a position in Caterpillar in Q2 2022 and has held it in 5 quarters since.
  • 2,322 funds tracked by Wall St. Rank held Caterpillar as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.