Aft Forsyth & Sober’s Caterpillar CAT Stock Holding History

Aft Forsyth & Sober’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
2020 Q1	–	Sell	-480	Closed	-$71K	–	31
2019 Q4	$71K	Buy	+480	New	+$67K	0.07%	58

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

Aft Forsyth & Sober's CAT Position: Q1 2020 in Review

Aft Forsyth & Sober sold out of Caterpillar (CAT) in Q1 2020, closing a stake of 480 shares — an estimated $71K sold.

Aft Forsyth & Sober first reported a position in CAT in Q4 2019 and held it in 1 quarter. The position peaked at $71K in Q4 2019. 1,490 funds tracked by Wall St. Rank hold CAT as of Q1 2020.

Aft Forsyth & Sober reported no remaining Caterpillar position as of Q1 2020 after selling out during the quarter.
Aft Forsyth & Sober sold 480 Caterpillar shares in Q1 2020, an estimated $71K.
Aft Forsyth & Sober first reported a position in Caterpillar in Q4 2019 and held it in 1 quarter.
Aft Forsyth & Sober's Caterpillar position peaked at $71K in Q4 2019.
1,490 funds tracked by Wall St. Rank held Caterpillar as of Q1 2020.

Based on Aft Forsyth & Sober's 13F filing for Q1 2020, filed 30 Apr 2020.