RWM
CAT icon

Rockwood Wealth Management’s Caterpillar CAT Stock Holding History

Rockwood Wealth Management’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
Q1 		– Sell
-2,147
Closed -$444K – 85
2021
Q4 		$444K Buy
+2,147
New +$432K 0.2% 58

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rockwood Wealth Management's CAT Position: Q1 2022 in Review

Rockwood Wealth Management sold out of Caterpillar (CAT) in Q1 2022, closing a stake of 2,147 shares — an estimated $444K sold.

Rockwood Wealth Management first reported a position in CAT in Q4 2021 and held it in 1 quarter. The position peaked at $444K in Q4 2021. 2,175 funds tracked by Wall St. Rank hold CAT as of Q1 2022.

  • Rockwood Wealth Management reported no remaining Caterpillar position as of Q1 2022 after selling out during the quarter.
  • Rockwood Wealth Management sold 2,147 Caterpillar shares in Q1 2022, an estimated $444K.
  • Rockwood Wealth Management first reported a position in Caterpillar in Q4 2021 and held it in 1 quarter.
  • Rockwood Wealth Management's Caterpillar position peaked at $444K in Q4 2021.
  • 2,175 funds tracked by Wall St. Rank held Caterpillar as of Q1 2022.

Based on Rockwood Wealth Management's 13F filing for Q1 2022, filed 20 Jul 2023.