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YorkBridge Wealth Partners’s Caterpillar CAT Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$321K Hold
1,341
– – 0.08% 174
2022
Q3 		$220K Hold
1,341
– – 0.06% 251
2022
Q2 		$240K Sell
1,341
-30
-2% -$6.32K 0.06% 241
2022
Q1 		$305K Buy
1,371
+16
+1% +$3.36K 0.07% 235
2021
Q4 		$280K Hold
1,355
– – 0.06% 239
2021
Q3 		$260K Buy
1,355
+126
+10% +$26.2K 0.07% 229
2021
Q2 		$267K Hold
1,229
– – 0.07% 221
2021
Q1 		$285K Sell
1,229
-33
-3% -$6.83K 0.08% 205
2020
Q4 		$230K Buy
+1,262
New +$214K 0.08% 185
2020
Q1 		– Sell
-1,555
Closed -$230K – 162
2019
Q4 		$230K Buy
+1,555
New +$217K 0.11% 170
2019
Q3 		– Sell
-1,865
Closed -$254K – 241
2019
Q2 		$254K Hold
1,865
– – 0.11% 154
2019
Q1 		$253K Buy
1,865
+88
+5% +$11.7K 0.12% 148
2018
Q4 		$226K Buy
1,777
+132
+8% +$17.2K 0.12% 140
2018
Q3 		$251K Sell
1,645
-970
-37% -$137K 0.11% 147
2018
Q2 		$355K Buy
2,615
+48
+2% +$7.17K 0.16% 131
2018
Q1 		$385K Buy
2,567
+264
+11% +$41.7K 0.18% 121
2017
Q4 		$348K Buy
2,303
+316
+16% +$43.8K 0.17% 126
2017
Q3 		$248K Hold
1,987
– – 0.13% 153
2017
Q2 		$213K Hold
1,987
– – 0.11% 165
2017
Q1 		$202K Buy
1,987
+264
+15% +$25K 0.11% 167
2016
Q4 		$165K Buy
+1,723
New +$156K 0.1% 177

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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

YorkBridge Wealth Partners's CAT Position: Q4 2022 in Review

YorkBridge Wealth Partners held its Caterpillar (CAT) position steady in Q4 2022 at 1,341 shares worth $321K. The position accounts for 0.08% of the portfolio, ranked #174.

YorkBridge Wealth Partners first reported a position in CAT in Q4 2016 and has held it in 21 quarters since. The position peaked at $385K in Q1 2018. 2,285 funds tracked by Wall St. Rank hold CAT as of Q4 2022.

  • YorkBridge Wealth Partners held 1,341 shares of Caterpillar worth $321K as of Q4 2022.
  • YorkBridge Wealth Partners left its Caterpillar share count unchanged in Q4 2022.
  • Caterpillar made up 0.08% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #174 holding.
  • YorkBridge Wealth Partners first reported a position in Caterpillar in Q4 2016 and has held it in 21 quarters since.
  • YorkBridge Wealth Partners's Caterpillar position peaked at $385K in Q1 2018.
  • 2,285 funds tracked by Wall St. Rank held Caterpillar as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.