RFWA
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RPg Family Wealth Advisory’s Caterpillar CAT Stock Holding History

RPg Family Wealth Advisory’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
2019
Q2 		– Sell
-580
Closed -$78.6K – 286
2019
Q1 		$78.6K Buy
+580
New +$77K 0.05% 133
2018
Q3 		– Sell
-120
Closed -$16.3K – 259
2018
Q2 		$16.3K Buy
+120
New +$17.9K 0.01% 186
2018
Q1 		– Sell
-105
Closed -$16.5K – 247
2017
Q4 		$16.5K Hold
105
– – 0.01% 222
2017
Q3 		$13.1K Hold
105
– – 0.01% 252
2017
Q2 		$11.3K Sell
105
-20
-16% -$2.03K 0.01% 286
2017
Q1 		$11.6K Sell
125
-14
-10% -$1.32K 0.01% 248
2016
Q4 		$12.9K Buy
+139
New +$12.6K 0.01% 235
2016
Q2 		– Sell
-189
Closed -$14.5K – 260
2016
Q1 		$14.5K Buy
189
+19
+11% +$1.27K 0.01% 218
2015
Q4 		$11.6K Buy
+170
New +$11.9K 0.01% 185

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 $5.7T 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return