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Triad Financial Advisors’s Caterpillar CAT Stock Holding History

Triad Financial 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 		$2.54M Buy
9,298
+54
+0.6% +$14.6K 0.89% 16
2023
Q2 		$2.27M Sell
9,244
-2
-0% -$446 0.93% 16
2023
Q1 		$2.12M Buy
9,246
+5
+0.1% +$1.21K 0.92% 17
2022
Q4 		$2.21M Buy
9,241
+9
+0.1% +$1.96K 0.99% 16
2022
Q3 		$1.51M Sell
9,232
-20
-0.2% -$3.65K 0.82% 17
2022
Q2 		$1.65M Buy
9,252
+65
+0.7% +$13.7K 0.92% 16
2022
Q1 		$2.05M Sell
9,187
-592
-6% -$124K 1.09% 12
2021
Q4 		$2.02M Buy
+9,779
New +$1.97M 1.2% 11

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

Triad Financial Advisors's CAT Position: Q3 2023 in Review

Triad Financial Advisors increased its Caterpillar (CAT) stake by 0.58% in Q3 2023, buying an estimated $14.6K and bringing the position to 9,298 shares worth $2.54M. The position accounts for 0.89% of the portfolio, ranked #16.

Triad Financial Advisors first reported a position in CAT in Q4 2021 and has held it in 8 quarters since. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2023.

  • Triad Financial Advisors held 9,298 shares of Caterpillar worth $2.54M as of Q3 2023.
  • Triad Financial Advisors bought 54 Caterpillar shares in Q3 2023, an estimated $14.6K.
  • Caterpillar made up 0.89% of Triad Financial Advisors's portfolio in Q3 2023, its #16 holding.
  • Triad Financial Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 8 quarters since.
  • 2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.