Traverso Chambers Private Wealth Management’s Caterpillar CAT Stock Holding History

Traverso Chambers Private 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
2023 Q4	$620K	Buy	2,098 +6	+0.3%	+$1.56K	0.15%	67
2023 Q3	$571K	Buy	2,092 +30	+1%	+$8.14K	0.15%	66
2023 Q2	$507K	Hold	2,062	–	–	0.13%	70
2023 Q1	$472K	Hold	2,062	–	–	0.13%	74
2022 Q4	$494K	Sell	2,062 -8	-0.4%	-$1.74K	0.14%	73
2022 Q3	$340K	Hold	2,070	–	–	0.1%	80
2022 Q2	$370K	Hold	2,070	–	–	0.12%	73
2022 Q1	$461K	Buy	2,070 +8	+0.4%	+$1.68K	0.14%	73
2021 Q4	$426K	Buy	2,062 +62	+3%	+$12.5K	0.13%	74
2021 Q3	$384K	Hold	2,000	–	–	0.12%	79
2021 Q2	$435K	Hold	2,000	–	–	0.14%	73
2021 Q1	$464K	Hold	2,000	–	–	0.16%	67
2020 Q4	$364K	Hold	2,000	–	–	0.13%	78
2020 Q3	$298K	Hold	2,000	–	–	0.12%	78
2020 Q2	$253K	Hold	2,000	–	–	0.11%	83
2020 Q1	$232K	Hold	2,000	–	–	0.11%	82
2019 Q4	$295K	Hold	2,000	–	–	0.13%	82
2019 Q3	$253K	Hold	2,000	–	–	0.12%	88
2019 Q2	$272K	Hold	2,000	–	–	0.13%	81
2019 Q1	$271K	Hold	2,000	–	–	0.13%	80
2018 Q4	$254K	Buy	+2,000	New	+$260K	0.14%	81

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

Traverso Chambers Private Wealth Management's CAT Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management increased its Caterpillar (CAT) stake by 0.29% in Q4 2023, buying an estimated $1.56K and bringing the position to 2,098 shares worth $620K. The position accounts for 0.15% of the portfolio, ranked #67.

Traverso Chambers Private Wealth Management first reported a position in CAT in Q4 2018 and has held it in 21 quarters since. 2,578 funds tracked by Wall St. Rank hold CAT as of Q4 2023.

Traverso Chambers Private Wealth Management held 2,098 shares of Caterpillar worth $620K as of Q4 2023.
Traverso Chambers Private Wealth Management bought 6 Caterpillar shares in Q4 2023, an estimated $1.56K.
Caterpillar made up 0.15% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #67 holding.
Traverso Chambers Private Wealth Management first reported a position in Caterpillar in Q4 2018 and has held it in 21 quarters since.
2,578 funds tracked by Wall St. Rank held Caterpillar as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.