WA
CAT icon

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
2014
Q3 		– Sell
-5,000
Closed -$71K – 2100
2014
Q2 		$71K Hold
5,000
– – 0.01% 779
2014
Q1 		$50K Buy
+5,000
New +$472K 0.01% 909

Other funds holding CAT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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.