BT Wealth Management’s Caterpillar CAT Stock Holding History

BT 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 Q1	–	Sell	-1,797	Closed	-$265K	–	59
2019 Q4	$265K	Buy	+1,797	New	+$251K	0.13%	52

Other funds holding CAT

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BT Wealth Management's CAT Position: Q1 2020 in Review

BT Wealth Management sold out of Caterpillar (CAT) in Q1 2020, closing a stake of 1,797 shares — an estimated $265K sold.

BT Wealth Management first reported a position in CAT in Q4 2019 and held it in 1 quarter. The position peaked at $265K in Q4 2019. 1,490 funds tracked by Wall St. Rank hold CAT as of Q1 2020.

BT Wealth Management reported no remaining Caterpillar position as of Q1 2020 after selling out during the quarter.
BT Wealth Management sold 1,797 Caterpillar shares in Q1 2020, an estimated $265K.
BT Wealth Management first reported a position in Caterpillar in Q4 2019 and held it in 1 quarter.
BT Wealth Management's Caterpillar position peaked at $265K in Q4 2019.
1,490 funds tracked by Wall St. Rank held Caterpillar as of Q1 2020.

Based on BT Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.