WIA
CAT icon

Wealthstreet Investment Advisors’s Caterpillar CAT Stock Holding History

Wealthstreet Investment 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
-38,645
Closed -$8.96M – 126
2021
Q1 		$8.96M Hold
38,645
– – 0.87% 28
2020
Q4 		$7.03M Sell
38,645
-300
-0.8% -$50.9K 0.71% 34
2020
Q3 		$5.81M Buy
38,945
+475
+1% +$66.7K 0.65% 37
2020
Q2 		$4.87M Sell
38,470
-6,667
-15% -$790K 0.6% 42
2020
Q1 		$5.24M Sell
45,137
-7,570
-14% -$967K 0.77% 36
2019
Q4 		$7.78M Sell
52,707
-100
-0.2% -$14K 0.91% 27
2019
Q3 		$7.46M Sell
52,807
-225
-0.4% -$28.6K 0.95% 26
2019
Q2 		$7.23M Buy
53,032
+470
+0.9% +$62.1K 0.93% 27
2019
Q1 		$7.12M Sell
52,562
-3
-0% -$398 0.94% 28
2018
Q4 		$6.54M Buy
52,565
+11,805
+29% +$1.54M 0.92% 27
2018
Q3 		$6.21M Buy
40,760
+11,170
+38% +$1.58M 0.77% 35
2018
Q2 		$4.01M Buy
29,590
+150
+0.5% +$22.4K 0.53% 52
2018
Q1 		$4.34M Buy
29,440
+1,000
+4% +$158K 0.54% 51
2017
Q4 		$4.48M Buy
+28,440
New +$3.94M 0.54% 51

Other funds holding CAT

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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 $5.7T 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return