AWM
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Aevitas Wealth Management’s Caterpillar CAT Stock Holding History

Aevitas 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
2019
Q2 		– Sell
-1,773
Closed -$240K – 135
2019
Q1 		$240K Buy
1,773
+4
+0.2% +$531 0.21% 94
2018
Q4 		$225K Buy
1,769
+654
+59% +$85.1K 0.23% 93
2018
Q3 		$170K Buy
1,115
+142
+15% +$20.1K 0.15% 110
2018
Q2 		$132K Buy
973
+2
+0.2% +$299 0.13% 121
2018
Q1 		$143K Buy
971
+63
+7% +$9.95K 0.14% 116
2017
Q4 		$143K Buy
+908
New +$126K 0.14% 115

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Aevitas Wealth Management's CAT Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Caterpillar (CAT) in Q2 2019, closing a stake of 1,773 shares — an estimated $240K sold.

Aevitas Wealth Management first reported a position in CAT in Q4 2017 and held it in 6 quarters. The position peaked at $240K in Q1 2019. 1,555 funds tracked by Wall St. Rank hold CAT as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Caterpillar position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 1,773 Caterpillar shares in Q2 2019, an estimated $240K.
  • Aevitas Wealth Management first reported a position in Caterpillar in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's Caterpillar position peaked at $240K in Q1 2019.
  • 1,555 funds tracked by Wall St. Rank held Caterpillar as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.