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San Luis Wealth Advisors’s Caterpillar CAT Stock Holding History

San Luis Wealth 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
2022
Q2 		– Sell
-330
Closed -$68K – 124
2022
Q1 		$68K Buy
+330
New +$69.2K 0.03% 213

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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

San Luis Wealth Advisors's CAT Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Caterpillar (CAT) in Q2 2022, closing a stake of 330 shares — an estimated $68K sold.

San Luis Wealth Advisors first reported a position in CAT in Q1 2022 and held it in 1 quarter. The position peaked at $68K in Q1 2022. 2,072 funds tracked by Wall St. Rank hold CAT as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Caterpillar position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 330 Caterpillar shares in Q2 2022, an estimated $68K.
  • San Luis Wealth Advisors first reported a position in Caterpillar in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's Caterpillar position peaked at $68K in Q1 2022.
  • 2,072 funds tracked by Wall St. Rank held Caterpillar as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.