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Boys Arnold & Co’s Caterpillar CAT Stock Holding History

Boys Arnold & Co’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
-7,108
Closed -$825K – 34
2020
Q1 		$825K Sell
7,108
-4,468
-39% -$571K 0.15% 127
2019
Q4 		$1.71M Buy
11,576
+1,000
+9% +$140K 0.23% 97
2019
Q3 		$1.34M Buy
10,576
+250
+2% +$31.8K 0.2% 108
2019
Q2 		$1.41M Buy
10,326
+223
+2% +$29.5K 0.2% 103
2019
Q1 		$1.37M Sell
10,103
-200
-2% -$26.6K 0.21% 110
2018
Q4 		$1.29M Buy
10,303
+831
+9% +$108K 0.21% 109
2018
Q3 		$1.44M Hold
9,472
– – 0.2% 113
2018
Q2 		$1.28M Hold
9,472
– – 0.19% 124
2018
Q1 		$1.46M Hold
9,472
– – 0.21% 112
2017
Q4 		$1.49M Hold
9,472
– – 0.22% 110
2017
Q3 		$1.18M Buy
9,472
+512
+6% +$59K 0.19% 122
2017
Q2 		$963K Sell
8,960
-400
-4% -$40.6K 0.12% 144
2017
Q1 		$868K Buy
9,360
+400
+4% +$37.9K 0.14% 146
2016
Q4 		$831K Hold
8,960
– – 0.14% 146
2016
Q3 		$795K Hold
8,960
– – 0.14% 143
2016
Q2 		$679K Buy
+8,960
New +$671K 0.12% 153
2016
Q1 		– Sell
-18,520
Closed -$1.26M – 151
2015
Q4 		$1.26M Buy
18,520
+7,710
+71% +$539K 0.14% 136
2015
Q3 		$707K Sell
10,810
-250
-2% -$19.1K 0.15% 135
2015
Q2 		$938K Buy
11,060
+225
+2% +$19.3K 0.18% 127
2015
Q1 		$867K Buy
10,835
+600
+6% +$49.9K 0.17% 128
2014
Q4 		$937K Sell
10,235
-1,250
-11% -$122K 0.18% 121
2014
Q3 		$1.14M Sell
11,485
-1,110
-9% -$118K 0.22% 106
2014
Q2 		$1.37M Sell
12,595
-233
-2% -$24.5K 0.24% 101
2014
Q1 		$1.27M Buy
12,828
+4,097
+47% +$386K 0.23% 102
2013
Q4 		$793K Buy
8,731
+248
+3% +$21.2K 0.15% 117
2013
Q3 		$707K Hold
8,483
– – 0.15% 117
2013
Q2 		$700K Buy
+8,483
New +$721K 0.15% 114

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Boys Arnold & Co's CAT Position: Q2 2020 in Review

Boys Arnold & Co sold out of Caterpillar (CAT) in Q2 2020, closing a stake of 7,108 shares — an estimated $825K sold.

Boys Arnold & Co first reported a position in CAT in Q2 2013 and held it in 27 quarters. The position peaked at $1.71M in Q4 2019. 1,546 funds tracked by Wall St. Rank hold CAT as of Q2 2020.

  • Boys Arnold & Co reported no remaining Caterpillar position as of Q2 2020 after selling out during the quarter.
  • Boys Arnold & Co sold 7,108 Caterpillar shares in Q2 2020, an estimated $825K.
  • Boys Arnold & Co first reported a position in Caterpillar in Q2 2013 and held it in 27 quarters.
  • Boys Arnold & Co's Caterpillar position peaked at $1.71M in Q4 2019.
  • 1,546 funds tracked by Wall St. Rank held Caterpillar as of Q2 2020.

Based on Boys Arnold & Co's 13F filing for Q2 2020.