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WealthStone’s Caterpillar CAT Stock Holding History

WealthStone’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
Q1 		$335K Buy
1,445
+294
+26% +$60.9K 0.12% 131
2020
Q4 		$210K Buy
+1,151
New +$195K 0.07% 210
2020
Q3 		– Sell
-2,148
Closed -$272K – 210
2020
Q2 		$272K Buy
+2,148
New +$255K 0.13% 123
2019
Q3 		– Sell
-50
Closed -$6.81K – 146
2019
Q2 		$6.81K Buy
+50
New +$6.61K ﹤0.01% 304

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WealthStone's CAT Position: Q1 2021 in Review

WealthStone increased its Caterpillar (CAT) stake by 26% in Q1 2021, buying an estimated $60.9K and bringing the position to 1,445 shares worth $335K. The position accounts for 0.12% of the portfolio, ranked #131.

WealthStone first reported a position in CAT in Q2 2019 and has held it in 4 quarters since. 2,011 funds tracked by Wall St. Rank hold CAT as of Q1 2021.

  • WealthStone held 1,445 shares of Caterpillar worth $335K as of Q1 2021.
  • WealthStone bought 294 Caterpillar shares in Q1 2021, an estimated $60.9K.
  • Caterpillar made up 0.12% of WealthStone's portfolio in Q1 2021, its #131 holding.
  • WealthStone first reported a position in Caterpillar in Q2 2019 and has held it in 4 quarters since.
  • 2,011 funds tracked by Wall St. Rank held Caterpillar as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.