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Resurgent Financial Advisors’s Caterpillar CAT Stock Holding History

Resurgent 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
2024
Q1 		– Sell
-102
Closed -$30.2K – 241
2023
Q4 		$30.2K Sell
102
-9
-8% -$2.33K 0.02% 422
2023
Q3 		$30.3K Sell
111
-12
-10% -$3.25K 0.02% 412
2023
Q2 		$30.3K Sell
123
-12
-9% -$2.68K 0.02% 425
2023
Q1 		$30.9K Sell
135
-1,525
-92% -$369K 0.02% 416
2022
Q4 		$398K Buy
1,660
+12
+0.7% +$2.61K 0.21% 109
2022
Q3 		$270K Hold
1,648
– – 0.18% 145
2022
Q2 		$295K Buy
+1,648
New +$347K 0.19% 134

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Resurgent Financial Advisors's CAT Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Caterpillar (CAT) in Q1 2024, closing a stake of 102 shares — an estimated $30.2K sold.

Resurgent Financial Advisors first reported a position in CAT in Q2 2022 and held it in 7 quarters. The position peaked at $398K in Q4 2022. 2,708 funds tracked by Wall St. Rank hold CAT as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Caterpillar position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 102 Caterpillar shares in Q1 2024, an estimated $30.2K.
  • Resurgent Financial Advisors first reported a position in Caterpillar in Q2 2022 and held it in 7 quarters.
  • Resurgent Financial Advisors's Caterpillar position peaked at $398K in Q4 2022.
  • 2,708 funds tracked by Wall St. Rank held Caterpillar as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.