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Professional Financial Advisors’s Caterpillar CAT Stock Holding History

Professional Financial 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 		– Sell
-257
Closed -$42K – 133
2022
Q3 		$42K Hold
257
– – 0.03% 154
2022
Q2 		$46K Hold
257
– – 0.03% 151
2022
Q1 		$57K Hold
257
– – 0.02% 135
2021
Q4 		$53K Hold
257
– – 0.02% 164
2021
Q3 		$49K Hold
257
– – 0.03% 139
2021
Q2 		$55K Buy
257
+222
+634% +$51.3K 0.03% 136
2021
Q1 		$8K Hold
35
– – 0.01% 257
2020
Q4 		$6K Hold
35
– – ﹤0.01% 275
2020
Q3 		$5K Buy
+35
New +$4.92K ﹤0.01% 264

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

Professional Financial Advisors's CAT Position: Q4 2022 in Review

Professional Financial Advisors sold out of Caterpillar (CAT) in Q4 2022, closing a stake of 257 shares — an estimated $42K sold.

Professional Financial Advisors first reported a position in CAT in Q3 2020 and held it in 9 quarters. The position peaked at $57K in Q1 2022. 2,284 funds tracked by Wall St. Rank hold CAT as of Q4 2022.

  • Professional Financial Advisors reported no remaining Caterpillar position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 257 Caterpillar shares in Q4 2022, an estimated $42K.
  • Professional Financial Advisors first reported a position in Caterpillar in Q3 2020 and held it in 9 quarters.
  • Professional Financial Advisors's Caterpillar position peaked at $57K in Q1 2022.
  • 2,284 funds tracked by Wall St. Rank held Caterpillar as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.