BCWM
CAT icon

Blue Chip Wealth Management’s Caterpillar CAT Stock Holding History

Blue Chip Wealth Management’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
Q3 		$204K Buy
+1,370
New +$192K 0.16% 111
2020
Q2 		– Sell
-2,564
Closed -$297K – 98
2020
Q1 		$297K Sell
2,564
-503
-16% -$64.3K 0.37% 64
2019
Q4 		$453K Sell
3,067
-741
-19% -$103K 0.42% 59
2019
Q3 		$481K Buy
3,808
+667
+21% +$84.7K 0.5% 54
2019
Q2 		$428K Sell
3,141
-238
-7% -$31.4K 0.45% 54
2019
Q1 		$458K Buy
3,379
+1,060
+46% +$141K 0.52% 54
2018
Q4 		$295K Buy
2,319
+131
+6% +$17K 0.39% 65
2018
Q3 		$334K Buy
2,188
+10
+0.5% +$1.41K 0.34% 74
2018
Q2 		$295K Buy
2,178
+635
+41% +$94.9K 0.32% 79
2018
Q1 		$227K Buy
+1,543
New +$244K 0.23% 93

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 $5.7T 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
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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return