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Aurora Investment Counsel’s Caterpillar CAT Stock Holding History

Aurora Investment Counsel’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
Q2 		– Sell
-10,561
Closed -$1.23M – 117
2020
Q1 		$1.23M Sell
10,561
-1,329
-11% -$170K 1.35% 9
2019
Q4 		$1.76M Sell
11,890
-6,782
-36% -$946K 1.31% 5
2019
Q3 		$2.36M Buy
18,672
+30
+0.2% +$3.81K 1.14% 9
2019
Q2 		$2.46M Sell
18,642
-162
-0.9% -$21.4K 1.17% 8
2019
Q1 		$2.55M Buy
18,804
+174
+0.9% +$23.1K 1.27% 8
2018
Q4 		$2.37M Buy
+18,630
New +$2.42M 1.29% 6

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aurora Investment Counsel's CAT Position: Q2 2020 in Review

Aurora Investment Counsel sold out of Caterpillar (CAT) in Q2 2020, closing a stake of 10,561 shares — an estimated $1.23M sold.

Aurora Investment Counsel first reported a position in CAT in Q4 2018 and held it in 6 quarters. The position peaked at $2.55M in Q1 2019. 1,545 funds tracked by Wall St. Rank hold CAT as of Q2 2020.

  • Aurora Investment Counsel reported no remaining Caterpillar position as of Q2 2020 after selling out during the quarter.
  • Aurora Investment Counsel sold 10,561 Caterpillar shares in Q2 2020, an estimated $1.23M.
  • Aurora Investment Counsel first reported a position in Caterpillar in Q4 2018 and held it in 6 quarters.
  • Aurora Investment Counsel's Caterpillar position peaked at $2.55M in Q1 2019.
  • 1,545 funds tracked by Wall St. Rank held Caterpillar as of Q2 2020.

Based on Aurora Investment Counsel's 13F filing for Q2 2020, filed 24 Aug 2020.