Total Wealth Planning’s Caterpillar CAT Stock Holding History

Total Wealth Planning’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	-748	Closed	-$204K	–	90
2023 Q3	$204K	Buy	+748	New	+$203K	0.04%	85

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

Total Wealth Planning's CAT Position: Q4 2023 in Review

Total Wealth Planning sold out of Caterpillar (CAT) in Q4 2023, closing a stake of 748 shares — an estimated $204K sold.

Total Wealth Planning first reported a position in CAT in Q3 2023 and held it in 1 quarter. The position peaked at $204K in Q3 2023. 2,578 funds tracked by Wall St. Rank hold CAT as of Q4 2023.

Total Wealth Planning reported no remaining Caterpillar position as of Q4 2023 after selling out during the quarter.
Total Wealth Planning sold 748 Caterpillar shares in Q4 2023, an estimated $204K.
Total Wealth Planning first reported a position in Caterpillar in Q3 2023 and held it in 1 quarter.
Total Wealth Planning's Caterpillar position peaked at $204K in Q3 2023.
2,578 funds tracked by Wall St. Rank held Caterpillar as of Q4 2023.

Based on Total Wealth Planning's 13F filing for Q4 2023, filed 5 Feb 2024.