Piershale Financial Group’s Caterpillar CAT Stock Holding History

Piershale Financial 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
2023 Q2	$6.15K	Hold	25	–	–	﹤0.01%	150
2023 Q1	$5.72K	Hold	25	–	–	﹤0.01%	154
2022 Q4	$5.99K	Buy	+25	New	+$5.44K	0.01%	154
2014 Q2	–	Sell	-300	Closed	-$30K	–	179
2014 Q1	$30K	Hold	300	–	–	0.04%	50
2013 Q4	$27K	Sell	300 -3	-1%	-$256	0.04%	40
2013 Q3	$25K	Buy	303 +3	+1%	+$254	0.02%	50
2013 Q2	$25K	Buy	+300	New	+$25.5K	0.05%	37

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

Piershale Financial Group's CAT Position: Q2 2023 in Review

Piershale Financial Group held its Caterpillar (CAT) position steady in Q2 2023 at 25 shares worth $6.15K. The position accounts for ﹤0.01% of the portfolio, ranked #150.

Piershale Financial Group first reported a position in CAT in Q2 2013 and has held it in 7 quarters since. The position peaked at $30K in Q1 2014. 2,322 funds tracked by Wall St. Rank hold CAT as of Q2 2023.

Piershale Financial Group held 25 shares of Caterpillar worth $6.15K as of Q2 2023.
Piershale Financial Group left its Caterpillar share count unchanged in Q2 2023.
Caterpillar made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #150 holding.
Piershale Financial Group first reported a position in Caterpillar in Q2 2013 and has held it in 7 quarters since.
Piershale Financial Group's Caterpillar position peaked at $30K in Q1 2014.
2,322 funds tracked by Wall St. Rank held Caterpillar as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.