Wipfli Financial Advisors’s Caterpillar CAT Stock Holding History

Wipfli Financial 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 Q3	$829K	Buy	+5,050	New	+$923K	0.06%	144

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wipfli Financial Advisors's CAT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Caterpillar (CAT) in Q3 2022: 5,050 shares worth $829K. The stake represents 0.06% of the portfolio and ranks #144 among its holdings.

1,988 funds tracked by Wall St. Rank hold CAT as of Q3 2022.

Wipfli Financial Advisors held 5,050 shares of Caterpillar worth $829K as of Q3 2022.
Caterpillar was a new Wipfli Financial Advisors position in Q3 2022.
Caterpillar made up 0.06% of Wipfli Financial Advisors's portfolio in Q3 2022, its #144 holding.
1,988 funds tracked by Wall St. Rank held Caterpillar as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.