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Wela Strategies’s Caterpillar CAT Stock Holding History

Wela Strategies’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 		– Sell
-1,555
Closed -$283K – 45
2020
Q4 		$283K Sell
1,555
-111
-7% -$18.8K 0.16% 32
2020
Q3 		$248K Buy
+1,666
New +$234K 0.16% 33

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

Wela Strategies's CAT Position: Q1 2021 in Review

Wela Strategies sold out of Caterpillar (CAT) in Q1 2021, closing a stake of 1,555 shares — an estimated $283K sold.

Wela Strategies first reported a position in CAT in Q3 2020 and held it in 2 quarters. The position peaked at $283K in Q4 2020. 2,012 funds tracked by Wall St. Rank hold CAT as of Q1 2021.

  • Wela Strategies reported no remaining Caterpillar position as of Q1 2021 after selling out during the quarter.
  • Wela Strategies sold 1,555 Caterpillar shares in Q1 2021, an estimated $283K.
  • Wela Strategies first reported a position in Caterpillar in Q3 2020 and held it in 2 quarters.
  • Wela Strategies's Caterpillar position peaked at $283K in Q4 2020.
  • 2,012 funds tracked by Wall St. Rank held Caterpillar as of Q1 2021.

Based on Wela Strategies's 13F filing for Q1 2021, filed 26 Apr 2021.