CWM
CAT icon

Campbell Wealth Management’s Caterpillar CAT Stock Holding History

Campbell 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 		– Sell
-100
Closed -$13K – 104
2020
Q2 		$13K Buy
+100
New +$11.9K ﹤0.01% 243

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
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

Campbell Wealth Management's CAT Position: Q3 2020 in Review

Campbell Wealth Management sold out of Caterpillar (CAT) in Q3 2020, closing a stake of 100 shares — an estimated $13K sold.

Campbell Wealth Management first reported a position in CAT in Q2 2020 and held it in 1 quarter. The position peaked at $13K in Q2 2020. 1,657 funds tracked by Wall St. Rank hold CAT as of Q3 2020.

  • Campbell Wealth Management reported no remaining Caterpillar position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 100 Caterpillar shares in Q3 2020, an estimated $13K.
  • Campbell Wealth Management first reported a position in Caterpillar in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's Caterpillar position peaked at $13K in Q2 2020.
  • 1,657 funds tracked by Wall St. Rank held Caterpillar as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.