COI
CAT icon

Capital One Investing’s Caterpillar CAT Stock Holding History

Capital One Investing’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
2019
Q3 		$631K Hold
5,000
– – 0.15% 108
2019
Q2 		$681K Sell
5,000
-500
-9% -$66.1K 0.17% 96
2019
Q1 		$745K Hold
5,500
– – 0.2% 86
2018
Q4 		$699K Buy
+5,500
New +$716K 0.25% 67

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Capital One Investing's CAT Position: Q3 2019 in Review

Capital One Investing held its Caterpillar (CAT) position steady in Q3 2019 at 5,000 shares worth $631K. The position accounts for 0.15% of the portfolio, ranked #108.

Capital One Investing first reported a position in CAT in Q4 2018 and has held it in 4 quarters since. The position peaked at $745K in Q1 2019. 1,479 funds tracked by Wall St. Rank hold CAT as of Q3 2019.

  • Capital One Investing held 5,000 shares of Caterpillar worth $631K as of Q3 2019.
  • Capital One Investing left its Caterpillar share count unchanged in Q3 2019.
  • Caterpillar made up 0.15% of Capital One Investing's portfolio in Q3 2019, its #108 holding.
  • Capital One Investing first reported a position in Caterpillar in Q4 2018 and has held it in 4 quarters since.
  • Capital One Investing's Caterpillar position peaked at $745K in Q1 2019.
  • 1,479 funds tracked by Wall St. Rank held Caterpillar as of Q3 2019.

Based on Capital One Investing's 13F filing for Q3 2019, filed 14 Nov 2019.