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Bingham Osborn & Scarborough’s Caterpillar CAT Stock Holding History

Bingham Osborn & Scarborough’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
2021
Q4 		– Sell
-1,347
Closed -$259K – 25
2021
Q3 		$259K Sell
1,347
-233
-15% -$48.5K 0.02% 135
2021
Q2 		$344K Buy
1,580
+19
+1% +$4.39K 0.02% 119
2021
Q1 		$362K Buy
1,561
+117
+8% +$24.2K 0.03% 106
2020
Q4 		$263K Sell
1,444
-466
-24% -$79K 0.02% 112
2020
Q3 		$285K Sell
1,910
-1,093
-36% -$154K 0.02% 129
2020
Q2 		$380K Buy
3,003
+221
+8% +$26.2K 0.03% 104
2020
Q1 		$323K Buy
2,782
+344
+14% +$43.9K 0.03% 108
2019
Q4 		$360K Sell
2,438
-387
-14% -$54K 0.03% 113
2019
Q3 		$357K Sell
2,825
-175
-6% -$22.2K 0.03% 106
2019
Q2 		$409K Buy
3,000
+640
+27% +$84.6K 0.04% 97
2019
Q1 		$320K Buy
2,360
+98
+4% +$13K 0.03% 108
2018
Q4 		$287K Sell
2,262
-43
-2% -$5.59K 0.03% 107
2018
Q3 		$351K Sell
2,305
-17
-0.7% -$2.4K 0.03% 104
2018
Q2 		$315K Buy
2,322
+82
+4% +$12.3K 0.03% 106
2018
Q1 		$330K Buy
2,240
+11
+0.5% +$1.74K 0.03% 103
2017
Q4 		$351K Buy
2,229
+6
+0.3% +$832 0.03% 95
2017
Q3 		$277K Sell
2,223
-104
-4% -$12K 0.03% 105
2017
Q2 		$250K Buy
2,327
+30
+1% +$3.05K 0.02% 106
2017
Q1 		$213K Sell
2,297
-6
-0.3% -$568 0.02% 109
2016
Q4 		$214K Buy
2,303
+9
+0.4% +$816 0.02% 106
2016
Q3 		$204K Buy
+2,294
New +$188K 0.02% 106
2015
Q3 		– Sell
-2,645
Closed -$224K – 114
2015
Q2 		$224K Hold
2,645
– – 0.03% 106
2015
Q1 		$212K Buy
2,645
+1
+0% +$83 0.03% 106
2014
Q4 		$242K Hold
2,644
– – 0.03% 108
2014
Q3 		$262K Buy
2,644
+224
+9% +$23.7K 0.03% 99
2014
Q2 		$263K Hold
2,420
– – 0.03% 89
2014
Q1 		$240K Buy
+2,420
New +$228K 0.03% 91

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bingham Osborn & Scarborough's CAT Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of Caterpillar (CAT) in Q4 2021, closing a stake of 1,347 shares — an estimated $259K sold.

Bingham Osborn & Scarborough first reported a position in CAT in Q1 2014 and held it in 27 quarters. The position peaked at $409K in Q2 2019. 2,157 funds tracked by Wall St. Rank hold CAT as of Q4 2021.

  • Bingham Osborn & Scarborough reported no remaining Caterpillar position as of Q4 2021 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 1,347 Caterpillar shares in Q4 2021, an estimated $259K.
  • Bingham Osborn & Scarborough first reported a position in Caterpillar in Q1 2014 and held it in 27 quarters.
  • Bingham Osborn & Scarborough's Caterpillar position peaked at $409K in Q2 2019.
  • 2,157 funds tracked by Wall St. Rank held Caterpillar as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.