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WFG Advisors’s Caterpillar CAT Stock Holding History

WFG 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
2017
Q2 		$917K Buy
8,538
+33
+0.4% +$3.35K 0.21% 115
2017
Q1 		$789K Sell
8,505
-460
-5% -$43.5K 0.21% 116
2016
Q4 		$831K Sell
8,965
-653
-7% -$59.2K 0.2% 122
2016
Q3 		$854K Sell
9,618
-90
-0.9% -$7.36K 0.21% 117
2016
Q2 		$736K Buy
9,708
+358
+4% +$26.8K 0.2% 123
2016
Q1 		$716K Sell
9,350
-315
-3% -$21.1K 0.21% 116
2015
Q4 		$657K Buy
9,665
+512
+6% +$35.8K 0.2% 128
2015
Q3 		$598K Buy
9,153
+432
+5% +$33K 0.19% 124
2015
Q2 		$740K Sell
8,721
-1,680
-16% -$144K 0.2% 118
2015
Q1 		$832K Sell
10,401
-6,804
-40% -$565K 0.23% 98
2014
Q4 		$1.57M Sell
17,205
-534
-3% -$52K 0.32% 62
2014
Q3 		$1.76M Buy
17,739
+553
+3% +$58.6K 0.33% 57
2014
Q2 		$1.87M Buy
17,186
+1,262
+8% +$132K 0.35% 61
2014
Q1 		$1.58M Sell
15,924
-4,724
-23% -$446K 0.32% 60
2013
Q4 		$1.88M Sell
20,648
-404
-2% -$34.5K 0.27% 90
2013
Q3 		$1.76M Buy
21,052
+465
+2% +$39.3K 0.27% 82
2013
Q2 		$1.7M Buy
+20,587
New +$1.75M 0.28% 83

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WFG Advisors's CAT Position: Q2 2017 in Review

WFG Advisors increased its Caterpillar (CAT) stake by 0.39% in Q2 2017, buying an estimated $3.35K and bringing the position to 8,538 shares worth $917K. The position accounts for 0.21% of the portfolio, ranked #115.

WFG Advisors first reported a position in CAT in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.88M in Q4 2013. 1,193 funds tracked by Wall St. Rank hold CAT as of Q2 2017.

  • WFG Advisors held 8,538 shares of Caterpillar worth $917K as of Q2 2017.
  • WFG Advisors bought 33 Caterpillar shares in Q2 2017, an estimated $3.35K.
  • Caterpillar made up 0.21% of WFG Advisors's portfolio in Q2 2017, its #115 holding.
  • WFG Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Caterpillar position peaked at $1.88M in Q4 2013.
  • 1,193 funds tracked by Wall St. Rank held Caterpillar as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.