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V Wealth Advisors’s Caterpillar CAT Stock Holding History

V Wealth 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
2021
Q4 		– Sell
-700
Closed -$134K – 475
2021
Q3 		$134K Buy
+700
New +$146K 0.02% 470
2020
Q1 		– Sell
-2,200
Closed -$325K – 319
2019
Q4 		$325K Buy
+2,200
New +$307K 0.12% 193

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

V Wealth Advisors's CAT Position: Q3 2023 in Review

V Wealth Advisors reduced its Caterpillar (CAT) stake by 67% in Q3 2023, selling an estimated $1.69M and leaving 3,005 shares worth $820K. The position accounts for 0.66% of the portfolio, ranked #31.

V Wealth Advisors first reported a position in CAT in Q1 2016 and has held it in 31 quarters since. The position peaked at $2.37M in Q1 2020. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2023.

  • V Wealth Advisors held 3,005 shares of Caterpillar worth $820K as of Q3 2023.
  • V Wealth Advisors sold 6,237 Caterpillar shares in Q3 2023, an estimated $1.69M.
  • Caterpillar made up 0.66% of V Wealth Advisors's portfolio in Q3 2023, its #31 holding.
  • V Wealth Advisors first reported a position in Caterpillar in Q1 2016 and has held it in 31 quarters since.
  • V Wealth Advisors's Caterpillar position peaked at $2.37M in Q1 2020.
  • 2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.