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TFO Wealth Partners’s Caterpillar CAT Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-5
Closed -$1.83K – 173
2024
Q1 		$1.83K Hold
5
– – ﹤0.01% 123
2023
Q4 		$1.48K Hold
5
– – ﹤0.01% 155
2023
Q3 		$1.23K Hold
5
– – ﹤0.01% 248
2023
Q2 		$1.23K Hold
5
– – ﹤0.01% 196
2023
Q1 		$1.14K Buy
5
+3
+150% +$725 ﹤0.01% 161
2022
Q4 		$449 Sell
2
-77
-97% -$16.8K ﹤0.01% 492
2022
Q3 		$13K Buy
79
+70
+778% +$12.8K ﹤0.01% 81
2022
Q2 		$2K Buy
+9
New +$1.9K ﹤0.01% 298

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TFO Wealth Partners's CAT Position: Q2 2024 in Review

TFO Wealth Partners sold out of Caterpillar (CAT) in Q2 2024, closing a stake of 5 shares — an estimated $1.83K sold.

TFO Wealth Partners first reported a position in CAT in Q2 2022 and held it in 8 quarters. The position peaked at $13K in Q3 2022. 2,703 funds tracked by Wall St. Rank hold CAT as of Q2 2024.

  • TFO Wealth Partners reported no remaining Caterpillar position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 5 Caterpillar shares in Q2 2024, an estimated $1.83K.
  • TFO Wealth Partners first reported a position in Caterpillar in Q2 2022 and held it in 8 quarters.
  • TFO Wealth Partners's Caterpillar position peaked at $13K in Q3 2022.
  • 2,703 funds tracked by Wall St. Rank held Caterpillar as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.