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Willow Creek Wealth Management’s Caterpillar CAT Stock Holding History

Willow Creek Wealth Management’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
2022
Q3 		– Sell
-3,142
Closed -$562K – 120
2022
Q2 		$562K Hold
3,142
– – 0.1% 65
2022
Q1 		$700K Hold
3,142
– – 0.14% 53
2021
Q4 		$650K Hold
3,142
– – 0.13% 54
2021
Q3 		$603K Hold
3,142
– – 0.13% 50
2021
Q2 		$684K Buy
+3,142
New +$726K 0.16% 45

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Willow Creek Wealth Management's CAT Position: Q3 2022 in Review

Willow Creek Wealth Management sold out of Caterpillar (CAT) in Q3 2022, closing a stake of 3,142 shares — an estimated $562K sold.

Willow Creek Wealth Management first reported a position in CAT in Q2 2021 and held it in 5 quarters. The position peaked at $700K in Q1 2022. 1,988 funds tracked by Wall St. Rank hold CAT as of Q3 2022.

  • Willow Creek Wealth Management reported no remaining Caterpillar position as of Q3 2022 after selling out during the quarter.
  • Willow Creek Wealth Management sold 3,142 Caterpillar shares in Q3 2022, an estimated $562K.
  • Willow Creek Wealth Management first reported a position in Caterpillar in Q2 2021 and held it in 5 quarters.
  • Willow Creek Wealth Management's Caterpillar position peaked at $700K in Q1 2022.
  • 1,988 funds tracked by Wall St. Rank held Caterpillar as of Q3 2022.

Based on Willow Creek Wealth Management's 13F filing for Q3 2022, filed 31 Oct 2022.