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Voya Financial Advisors’s Caterpillar CAT Stock Holding History

Voya 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
2021
Q2 		– Sell
-12,519
Closed -$2.92M – 302
2021
Q1 		$2.92M Sell
12,519
-9,469
-43% -$1.96M 0.12% 154
2020
Q4 		$3.96M Sell
21,988
-1,118
-5% -$190K 0.17% 100
2020
Q3 		$3.41M Sell
23,106
-518
-2% -$72.8K 0.17% 89
2020
Q2 		$2.96M Buy
23,624
+907
+4% +$108K 0.16% 104
2020
Q1 		$2.54M Buy
22,717
+10,213
+82% +$1.3M 0.14% 107
2019
Q4 		$1.84M Sell
12,504
-23
-0.2% -$3.21K 0.09% 164
2019
Q3 		$1.59M Sell
12,527
-2,299
-16% -$292K 0.09% 166
2019
Q2 		$2.01M Sell
14,826
-859
-5% -$114K 0.11% 146
2019
Q1 		$2.08M Sell
15,685
-1,016
-6% -$135K 0.12% 136
2018
Q4 		$2.1M Buy
16,701
+1,996
+14% +$260K 0.14% 132
2018
Q3 		$2.24M Buy
14,705
+42
+0.3% +$5.94K 0.13% 134
2018
Q2 		$1.99M Buy
14,663
+840
+6% +$126K 0.13% 139
2018
Q1 		$2.01M Buy
13,823
+1,983
+17% +$313K 0.13% 143
2017
Q4 		$1.88M Buy
11,840
+271
+2% +$37.6K 0.12% 157
2017
Q3 		$1.45M Buy
11,569
+705
+6% +$81.2K 0.1% 175
2017
Q2 		$1.15M Buy
10,864
+304
+3% +$30.9K 0.08% 183
2017
Q1 		$981K Sell
10,560
-613
-5% -$58K 0.08% 197
2016
Q4 		$1.04M Sell
11,173
-389
-3% -$35.3K 0.09% 180
2016
Q3 		$1.01M Buy
11,562
+48
+0.4% +$3.93K 0.1% 154
2016
Q2 		$855K Buy
11,514
+848
+8% +$63.5K 0.1% 163
2016
Q1 		$816K Sell
10,666
-3,483
-25% -$234K 0.11% 147
2015
Q4 		$972K Buy
14,149
+2,867
+25% +$200K 0.14% 117
2015
Q3 		$726K Buy
11,282
+1,191
+12% +$91.1K 0.13% 129
2015
Q2 		$861K Buy
10,091
+308
+3% +$26.5K 0.15% 113
2015
Q1 		$796K Buy
+9,783
New +$813K 0.16% 128

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Voya Financial Advisors's CAT Position: Q2 2021 in Review

Voya Financial Advisors sold out of Caterpillar (CAT) in Q2 2021, closing a stake of 12,519 shares — an estimated $2.92M sold.

Voya Financial Advisors first reported a position in CAT in Q1 2015 and held it in 25 quarters. The position peaked at $3.96M in Q4 2020. 2,024 funds tracked by Wall St. Rank hold CAT as of Q2 2021.

  • Voya Financial Advisors reported no remaining Caterpillar position as of Q2 2021 after selling out during the quarter.
  • Voya Financial Advisors sold 12,519 Caterpillar shares in Q2 2021, an estimated $2.92M.
  • Voya Financial Advisors first reported a position in Caterpillar in Q1 2015 and held it in 25 quarters.
  • Voya Financial Advisors's Caterpillar position peaked at $3.96M in Q4 2020.
  • 2,024 funds tracked by Wall St. Rank held Caterpillar as of Q2 2021.

Based on Voya Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.