Amica Mutual Insurance’s Caterpillar CAT Stock Holding History

Amica Mutual Insurance’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 Q3	–	Sell	-8,213	Closed	-$1.12M	–	347
2019 Q2	$1.12M	Sell	8,213 -10,932	-57%	-$1.44M	0.14%	185
2019 Q1	$2.59M	Hold	19,145	–	–	0.32%	82
2018 Q4	$2.43M	Buy	19,145 +9,273	+94%	+$1.21M	0.32%	78
2018 Q3	$1.5M	Hold	9,872	–	–	0.16%	162
2018 Q2	$1.34M	Hold	9,872	–	–	0.16%	170
2018 Q1	$1.46M	Buy	+9,872	New	+$1.56M	0.18%	164
2017 Q3	–	Sell	-29,764	Closed	-$3.2M	–	367
2017 Q2	$3.2M	Sell	29,764 -795	-3%	-$80.8K	0.29%	108
2017 Q1	$2.83M	Hold	30,559	–	–	0.26%	117
2016 Q4	$2.83M	Hold	30,559	–	–	0.25%	119
2016 Q3	$2.71M	Hold	30,559	–	–	0.26%	103
2016 Q2	$2.32M	Hold	30,559	–	–	0.22%	125
2016 Q1	$2.34M	Hold	30,559	–	–	0.22%	128
2015 Q4	$2.08M	Hold	30,559	–	–	0.19%	143
2015 Q3	$2M	Hold	30,559	–	–	0.19%	148
2015 Q2	$2.59M	Hold	30,559	–	–	0.22%	136
2015 Q1	$2.45M	Hold	30,559	–	–	0.2%	151
2014 Q4	$2.8M	Sell	30,559 -11,369	-27%	-$1.11M	0.22%	141
2014 Q3	$4.15M	Hold	41,928	–	–	0.33%	95
2014 Q2	$4.56M	Sell	41,928 -21,717	-34%	-$2.28M	0.36%	88
2014 Q1	$6.32M	Hold	63,645	–	–	0.51%	51
2013 Q4	$5.78M	Hold	63,645	–	–	0.46%	60
2013 Q3	$5.31M	Hold	63,645	–	–	0.45%	65
2013 Q2	$5.25M	Buy	+63,645	New	+$5.41M	0.46%	60

Other funds holding CAT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Amica Mutual Insurance's CAT Position: Q3 2019 in Review

Amica Mutual Insurance sold out of Caterpillar (CAT) in Q3 2019, closing a stake of 8,213 shares — an estimated $1.12M sold.

Amica Mutual Insurance first reported a position in CAT in Q2 2013 and held it in 23 quarters. The position peaked at $6.32M in Q1 2014. 1,479 funds tracked by Wall St. Rank hold CAT as of Q3 2019.

Amica Mutual Insurance reported no remaining Caterpillar position as of Q3 2019 after selling out during the quarter.
Amica Mutual Insurance sold 8,213 Caterpillar shares in Q3 2019, an estimated $1.12M.
Amica Mutual Insurance first reported a position in Caterpillar in Q2 2013 and held it in 23 quarters.
Amica Mutual Insurance's Caterpillar position peaked at $6.32M in Q1 2014.
1,479 funds tracked by Wall St. Rank held Caterpillar as of Q3 2019.

Based on Amica Mutual Insurance's 13F filing for Q3 2019, filed 12 Nov 2019.