VAFP
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Vahanian & Associates Financial Planning’s Caterpillar CAT Stock Holding History

Vahanian & Associates Financial 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
2022
Q1 		– Sell
-2,250
Closed -$465K – 76
2021
Q4 		$465K Buy
+2,250
New +$453K 0.37% 74

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vahanian & Associates Financial Planning's CAT Position: Q1 2022 in Review

Vahanian & Associates Financial Planning sold out of Caterpillar (CAT) in Q1 2022, closing a stake of 2,250 shares — an estimated $465K sold.

Vahanian & Associates Financial Planning first reported a position in CAT in Q4 2021 and held it in 1 quarter. The position peaked at $465K in Q4 2021. 2,175 funds tracked by Wall St. Rank hold CAT as of Q1 2022.

  • Vahanian & Associates Financial Planning reported no remaining Caterpillar position as of Q1 2022 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 2,250 Caterpillar shares in Q1 2022, an estimated $465K.
  • Vahanian & Associates Financial Planning first reported a position in Caterpillar in Q4 2021 and held it in 1 quarter.
  • Vahanian & Associates Financial Planning's Caterpillar position peaked at $465K in Q4 2021.
  • 2,175 funds tracked by Wall St. Rank held Caterpillar as of Q1 2022.

Based on Vahanian & Associates Financial Planning's 13F filing for Q1 2022, filed 27 Apr 2022.