PW
CAT icon

Price Wealth’s Caterpillar CAT Stock Holding History

Price Wealth’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
2020
Q3 		$2K Hold
12
– – ﹤0.01% 374
2020
Q2 		$2K Buy
12
+2
+20% +$237 ﹤0.01% 284
2020
Q1 		$1K Buy
+10
New +$1.28K ﹤0.01% 284
2018
Q3 		– Sell
-280
Closed -$38K – 199
2018
Q2 		$38K Buy
280
+147
+111% +$22K 0.01% 135
2018
Q1 		$20K Sell
133
-133
-50% -$21K 0.01% 110
2017
Q4 		$41K Buy
+266
New +$36.9K 0.03% 66

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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Price Wealth's CAT Position: Q3 2020 in Review

Price Wealth held its Caterpillar (CAT) position steady in Q3 2020 at 12 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Price Wealth first reported a position in CAT in Q4 2017 and has held it in 6 quarters since. The position peaked at $41K in Q4 2017. 1,657 funds tracked by Wall St. Rank hold CAT as of Q3 2020.

  • Price Wealth held 12 shares of Caterpillar worth $2K as of Q3 2020.
  • Price Wealth left its Caterpillar share count unchanged in Q3 2020.
  • Caterpillar made up ﹤0.01% of Price Wealth's portfolio in Q3 2020, its #374 holding.
  • Price Wealth first reported a position in Caterpillar in Q4 2017 and has held it in 6 quarters since.
  • Price Wealth's Caterpillar position peaked at $41K in Q4 2017.
  • 1,657 funds tracked by Wall St. Rank held Caterpillar as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.