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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

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

Wealthstreet Investment Advisors's CAT Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Caterpillar (CAT) in Q2 2021, closing a stake of 38,645 shares — an estimated $8.96M sold.

Wealthstreet Investment Advisors first reported a position in CAT in Q4 2017 and held it in 14 quarters. The position peaked at $8.96M in Q1 2021. 2,023 funds tracked by Wall St. Rank hold CAT as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Caterpillar position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 38,645 Caterpillar shares in Q2 2021, an estimated $8.96M.
  • Wealthstreet Investment Advisors first reported a position in Caterpillar in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Caterpillar position peaked at $8.96M in Q1 2021.
  • 2,023 funds tracked by Wall St. Rank held Caterpillar as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.