Regal Wealth Group’s Caterpillar CAT Stock Holding History

Regal Wealth 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
2021 Q2	–	Sell	-21	Closed	-$5K	–	81
2021 Q1	$5K	Hold	21	–	–	﹤0.01%	203
2020 Q4	$4K	Hold	21	–	–	﹤0.01%	182
2020 Q3	$3K	Hold	21	–	–	﹤0.01%	181
2020 Q2	$3K	Hold	21	–	–	﹤0.01%	176
2020 Q1	$2K	Hold	21	–	–	﹤0.01%	162
2019 Q4	$3K	Hold	21	–	–	﹤0.01%	177
2019 Q3	$3K	Hold	21	–	–	﹤0.01%	156
2019 Q2	$3K	Hold	21	–	–	﹤0.01%	148
2019 Q1	$3K	Hold	21	–	–	﹤0.01%	143
2018 Q4	$3K	Hold	21	–	–	﹤0.01%	141
2018 Q3	$3K	Hold	21	–	–	﹤0.01%	143
2018 Q2	$3K	Hold	21	–	–	﹤0.01%	149
2018 Q1	$3K	Hold	21	–	–	﹤0.01%	153
2017 Q4	$3K	Buy	+21	New	+$2.91K	﹤0.01%	150

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Regal Wealth Group's CAT Position: Q2 2021 in Review

Regal Wealth Group sold out of Caterpillar (CAT) in Q2 2021, closing a stake of 21 shares — an estimated $5K sold.

Regal Wealth Group first reported a position in CAT in Q4 2017 and held it in 14 quarters. The position peaked at $5K in Q1 2021. 2,022 funds tracked by Wall St. Rank hold CAT as of Q2 2021.

Regal Wealth Group reported no remaining Caterpillar position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 21 Caterpillar shares in Q2 2021, an estimated $5K.
Regal Wealth Group first reported a position in Caterpillar in Q4 2017 and held it in 14 quarters.
Regal Wealth Group's Caterpillar position peaked at $5K in Q1 2021.
2,022 funds tracked by Wall St. Rank held Caterpillar as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.