BG
CAT icon

Berry Group’s Caterpillar CAT Stock Holding History

Berry Group’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
Q4 		$308K Hold
1,691
– – 0.14% 99
2020
Q3 		$252K Buy
+1,691
New +$238K 0.14% 101
2020
Q1 		– Sell
-1,457
Closed -$215K – 102
2019
Q4 		$215K Buy
+1,457
New +$203K 0.12% 117

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berry Group's CAT Position: Q4 2020 in Review

Berry Group held its Caterpillar (CAT) position steady in Q4 2020 at 1,691 shares worth $308K. The position accounts for 0.14% of the portfolio, ranked #99.

Berry Group first reported a position in CAT in Q4 2019 and has held it in 3 quarters since. 1,890 funds tracked by Wall St. Rank hold CAT as of Q4 2020.

  • Berry Group held 1,691 shares of Caterpillar worth $308K as of Q4 2020.
  • Berry Group left its Caterpillar share count unchanged in Q4 2020.
  • Caterpillar made up 0.14% of Berry Group's portfolio in Q4 2020, its #99 holding.
  • Berry Group first reported a position in Caterpillar in Q4 2019 and has held it in 3 quarters since.
  • 1,890 funds tracked by Wall St. Rank held Caterpillar as of Q4 2020.

Based on Berry Group's 13F filing for Q4 2020, filed 11 Feb 2021.