RVW Wealth’s Caterpillar CAT Stock Holding History

RVW Wealth’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
2023 Q4	–	Sell	-53	Closed	-$14.5K	–	182
2023 Q3	$14.5K	Buy	+53	New	+$14.4K	﹤0.01%	345

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RVW Wealth's CAT Position: Q4 2023 in Review

RVW Wealth sold out of Caterpillar (CAT) in Q4 2023, closing a stake of 53 shares — an estimated $14.5K sold.

RVW Wealth first reported a position in CAT in Q3 2023 and held it in 1 quarter. The position peaked at $14.5K in Q3 2023. 2,578 funds tracked by Wall St. Rank hold CAT as of Q4 2023.

RVW Wealth reported no remaining Caterpillar position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 53 Caterpillar shares in Q4 2023, an estimated $14.5K.
RVW Wealth first reported a position in Caterpillar in Q3 2023 and held it in 1 quarter.
RVW Wealth's Caterpillar position peaked at $14.5K in Q3 2023.
2,578 funds tracked by Wall St. Rank held Caterpillar as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.