Winning Points Advisors’s Caterpillar CAT Stock Holding History

Winning Points 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
2022 Q1	–	Sell	-1,830	Closed	-$249K	–	62
2021 Q4	$249K	Buy	+1,830	New	+$368K	0.18%	64
2021 Q2	–	Sell	-1,830	Closed	-$424K	–	59
2021 Q1	$424K	Hold	1,830	–	–	0.32%	46
2020 Q4	$333K	Hold	1,830	–	–	0.27%	48
2020 Q3	$273K	Hold	1,830	–	–	0.23%	50
2020 Q2	$231K	Hold	1,830	–	–	0.22%	49
2020 Q1	$212K	Hold	1,830	–	–	0.21%	54
2019 Q4	$270K	Hold	1,830	–	–	0.17%	62
2019 Q3	$232K	Hold	1,830	–	–	0.17%	65
2019 Q2	$249K	Hold	1,830	–	–	0.18%	64
2019 Q1	$248K	Hold	1,830	–	–	0.19%	61
2018 Q4	$231K	Hold	1,830	–	–	0.2%	62
2018 Q3	$279K	Hold	1,830	–	–	0.21%	60
2018 Q2	$248K	Hold	1,830	–	–	0.2%	62
2018 Q1	$269K	Hold	1,830	–	–	0.22%	63
2017 Q4	$288K	Sell	1,830 -1,000	-35%	-$139K	0.23%	61
2017 Q3	$324K	Sell	2,830 -38	-1%	-$4.38K	0.28%	57
2017 Q2	$307K	Buy	2,868 +38	+1%	+$3.86K	0.3%	56
2017 Q1	$263K	Hold	2,830	–	–	0.26%	56
2016 Q4	$262K	Buy	+2,830	New	+$256K	0.29%	55

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Winning Points Advisors's CAT Position: Q1 2022 in Review

Winning Points Advisors sold out of Caterpillar (CAT) in Q1 2022, closing a stake of 1,830 shares — an estimated $249K sold.

Winning Points Advisors first reported a position in CAT in Q4 2016 and held it in 19 quarters. The position peaked at $424K in Q1 2021. 2,175 funds tracked by Wall St. Rank hold CAT as of Q1 2022.

Winning Points Advisors reported no remaining Caterpillar position as of Q1 2022 after selling out during the quarter.
Winning Points Advisors sold 1,830 Caterpillar shares in Q1 2022, an estimated $249K.
Winning Points Advisors first reported a position in Caterpillar in Q4 2016 and held it in 19 quarters.
Winning Points Advisors's Caterpillar position peaked at $424K in Q1 2021.
2,175 funds tracked by Wall St. Rank held Caterpillar as of Q1 2022.

Based on Winning Points Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.