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Sutton Wealth Advisors’s Caterpillar CAT Stock Holding History

Sutton 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
2023
Q3 		$848K Buy
3,107
+41
+1% +$11.1K 0.42% 45
2023
Q2 		$754K Sell
3,066
-117
-4% -$26.1K 0.37% 51
2023
Q1 		$728K Sell
3,183
-1,042
-25% -$252K 0.39% 47
2022
Q4 		$1.01M Sell
4,225
-330
-7% -$71.8K 0.39% 45
2022
Q3 		$747K Buy
4,555
+318
+8% +$58.1K 0.3% 59
2022
Q2 		$757K Sell
4,237
-6
-0.1% -$1.26K 0.3% 60
2022
Q1 		$945K Buy
4,243
+33
+0.8% +$6.92K 0.33% 54
2021
Q4 		$870K Buy
4,210
+60
+1% +$12.1K 0.29% 58
2021
Q3 		$797K Hold
4,150
– – 0.29% 60
2021
Q2 		$903K Hold
4,150
– – 0.33% 53
2021
Q1 		$962K Buy
4,150
+10
+0.2% +$2.07K 0.38% 48
2020
Q4 		$754K Buy
4,140
+13
+0.3% +$2.21K 0.32% 53
2020
Q3 		$616K Buy
4,127
+3
+0.1% +$421 0.3% 61
2020
Q2 		$522K Sell
4,124
-11
-0.3% -$1.3K 0.27% 64
2020
Q1 		$480K Buy
4,135
+19
+0.5% +$2.43K 0.3% 57
2019
Q4 		$608K Hold
4,116
– – 0.31% 60
2019
Q3 		$520K Hold
4,116
– – 0.29% 55
2019
Q2 		$561K Sell
4,116
-7
-0.2% -$925 0.32% 50
2019
Q1 		$559K Buy
4,123
+6
+0.1% +$797 0.33% 49
2018
Q4 		$523K Hold
4,117
– – 0.34% 52
2018
Q3 		$628K Hold
4,117
– – 0.41% 39
2018
Q2 		$559K Hold
4,117
– – 0.39% 42
2018
Q1 		$607K Buy
4,117
+250
+6% +$39.5K 0.43% 40
2017
Q4 		$609K Hold
3,867
– – 0.45% 39
2017
Q3 		$482K Buy
3,867
+8
+0.2% +$921 0.37% 50
2017
Q2 		$415K Buy
3,859
+2,000
+108% +$203K 0.33% 54
2017
Q1 		$172K Hold
1,859
– – 0.14% 119
2016
Q4 		$172K Hold
1,859
– – 0.15% 113
2016
Q3 		$165K Buy
1,859
+16
+0.9% +$1.31K 0.15% 114
2016
Q2 		$140K Hold
1,843
– – 0.13% 136
2016
Q1 		$141K Buy
+1,843
New +$124K 0.13% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sutton Wealth Advisors's CAT Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Caterpillar (CAT) stake by 1.3% in Q3 2023, buying an estimated $11.1K and bringing the position to 3,107 shares worth $848K. The position accounts for 0.42% of the portfolio, ranked #45.

Sutton Wealth Advisors first reported a position in CAT in Q1 2016 and has held it in 31 quarters since. The position peaked at $1.01M in Q4 2022. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2023.

  • Sutton Wealth Advisors held 3,107 shares of Caterpillar worth $848K as of Q3 2023.
  • Sutton Wealth Advisors bought 41 Caterpillar shares in Q3 2023, an estimated $11.1K.
  • Caterpillar made up 0.42% of Sutton Wealth Advisors's portfolio in Q3 2023, its #45 holding.
  • Sutton Wealth Advisors first reported a position in Caterpillar in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Caterpillar position peaked at $1.01M in Q4 2022.
  • 2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.