Titus Wealth Management’s Caterpillar CAT Stock Holding History

Titus Wealth Management’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	$368K	Buy	2,060 +5	+0.2%	+$1.05K	0.18%	89
2022 Q1	$458K	Buy	2,055 +430	+26%	+$90.2K	0.21%	79
2021 Q4	$336K	Hold	1,625	–	–	0.15%	105
2021 Q3	$312K	Buy	1,625 +125	+8%	+$26K	0.16%	104
2021 Q2	$326K	Buy	1,500 +25	+2%	+$5.77K	0.18%	99
2021 Q1	$342K	Buy	1,475 +150	+11%	+$31.1K	0.2%	85
2020 Q4	$241K	Buy	+1,325	New	+$225K	0.15%	113
2019 Q3	–	Sell	-3,138	Closed	-$428K	–	101
2019 Q2	$428K	Sell	3,138 -219	-7%	-$28.9K	0.42%	47
2019 Q1	$455	Buy	3,357 +12	+0.4%	+$1.59K	0.4%	51
2018 Q4	$425	Buy	3,345 +568	+20%	+$73.9K	0.36%	46
2018 Q3	$423K	Hold	2,777	–	–	0.36%	48
2018 Q2	$377K	Buy	+2,777	New	+$415K	0.4%	47

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Titus Wealth Management's CAT Position: Q2 2022 in Review

Titus Wealth Management increased its Caterpillar (CAT) stake by 0.24% in Q2 2022, buying an estimated $1.05K and bringing the position to 2,060 shares worth $368K. The position accounts for 0.18% of the portfolio, ranked #89.

Titus Wealth Management first reported a position in CAT in Q2 2018 and has held it in 12 quarters since. The position peaked at $458K in Q1 2022. 2,072 funds tracked by Wall St. Rank hold CAT as of Q2 2022.

Titus Wealth Management held 2,060 shares of Caterpillar worth $368K as of Q2 2022.
Titus Wealth Management bought 5 Caterpillar shares in Q2 2022, an estimated $1.05K.
Caterpillar made up 0.18% of Titus Wealth Management's portfolio in Q2 2022, its #89 holding.
Titus Wealth Management first reported a position in Caterpillar in Q2 2018 and has held it in 12 quarters since.
Titus Wealth Management's Caterpillar position peaked at $458K in Q1 2022.
2,072 funds tracked by Wall St. Rank held Caterpillar as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.