Brian C. Broderick’s Caterpillar CAT Stock Holding History

Brian C. Broderick’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	–	Sell	-3,784	Closed	-$564K	–	78
2020 Q3	$564K	Sell	3,784 -40	-1%	-$5.62K	0.18%	58
2020 Q2	$484K	Hold	3,824	–	–	0.16%	64
2020 Q1	$444K	Hold	3,824	–	–	0.18%	58
2019 Q4	$564K	Sell	3,824 -10	-0.3%	-$1.4K	0.18%	59
2019 Q3	$484K	Hold	3,834	–	–	0.17%	63
2019 Q2	$522K	Sell	3,834 -40	-1%	-$5.29K	0.18%	61
2019 Q1	$525K	Buy	3,874 +676	+21%	+$89.8K	0.19%	62
2018 Q4	$406K	Buy	3,198 +174	+6%	+$22.6K	0.17%	64
2018 Q3	$461K	Hold	3,024	–	–	0.16%	66
2018 Q2	$410K	Hold	3,024	–	–	0.15%	69
2018 Q1	$446K	Hold	3,024	–	–	0.17%	67
2017 Q4	$477K	Hold	3,024	–	–	0.17%	66
2017 Q3	$377K	Hold	3,024	–	–	0.14%	75
2017 Q2	$325K	Hold	3,024	–	–	0.12%	83
2017 Q1	$281K	Hold	3,024	–	–	0.11%	81
2016 Q4	$280K	Hold	3,024	–	–	0.12%	82
2016 Q3	$268K	Hold	3,024	–	–	0.11%	88
2016 Q2	$229K	Hold	3,024	–	–	0.1%	95
2016 Q1	$231K	Hold	3,024	–	–	0.1%	93
2015 Q4	$206K	Buy	+3,024	New	+$211K	0.09%	96
2015 Q3	–	Sell	-3,024	Closed	-$256K	–	105
2015 Q2	$256K	Hold	3,024	–	–	0.11%	85
2015 Q1	$242K	Hold	3,024	–	–	0.1%	88
2014 Q4	$277K	Hold	3,024	–	–	0.12%	87
2014 Q3	$299K	Hold	3,024	–	–	0.13%	89
2014 Q2	$329K	Hold	3,024	–	–	0.15%	82
2014 Q1	$300K	Hold	3,024	–	–	0.15%	80
2013 Q4	$275K	Hold	3,024	–	–	0.14%	80
2013 Q3	$252K	Hold	3,024	–	–	0.14%	83
2013 Q2	$249K	Buy	+3,024	New	+$257K	0.15%	83

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Brian C. Broderick's CAT Position: Q4 2020 in Review

Brian C. Broderick sold out of Caterpillar (CAT) in Q4 2020, closing a stake of 3,784 shares — an estimated $564K sold.

Brian C. Broderick first reported a position in CAT in Q2 2013 and held it in 29 quarters. The position peaked at $564K in Q3 2020. 1,892 funds tracked by Wall St. Rank hold CAT as of Q4 2020.

Brian C. Broderick reported no remaining Caterpillar position as of Q4 2020 after selling out during the quarter.
Brian C. Broderick sold 3,784 Caterpillar shares in Q4 2020, an estimated $564K.
Brian C. Broderick first reported a position in Caterpillar in Q2 2013 and held it in 29 quarters.
Brian C. Broderick's Caterpillar position peaked at $564K in Q3 2020.
1,892 funds tracked by Wall St. Rank held Caterpillar as of Q4 2020.

Based on Brian C. Broderick's 13F filing for Q4 2020, filed 16 Feb 2021.