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Cedar Capital’s Caterpillar CAT Stock Holding History

Cedar Capital’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
-10,071
Closed -$1.5M – 75
2020
Q3 		$1.5M Buy
10,071
+1,175
+13% +$165K 0.5% 67
2020
Q2 		$1.13M Buy
8,896
+1,882
+27% +$223K 0.43% 77
2020
Q1 		$814K Buy
7,014
+476
+7% +$60.8K 0.38% 74
2019
Q4 		$966K Buy
6,538
+455
+7% +$63.5K 0.44% 73
2019
Q3 		$768K Sell
6,083
-28
-0.5% -$3.56K 0.36% 84
2019
Q2 		$833K Buy
6,111
+1,192
+24% +$158K 0.35% 81
2019
Q1 		$666K Buy
4,919
+27
+0.6% +$3.59K 0.29% 96
2018
Q4 		$622K Sell
4,892
-231
-5% -$30.1K 0.32% 83
2018
Q3 		$781K Buy
5,123
+334
+7% +$47.2K 0.3% 73
2018
Q2 		$650K Buy
4,789
+1,108
+30% +$166K 0.29% 76
2018
Q1 		$543K Buy
3,681
+1,409
+62% +$222K 0.25% 74
2017
Q4 		$358K Buy
2,272
+482
+27% +$66.9K 0.17% 89
2017
Q3 		$223K Buy
+1,790
New +$206K 0.11% 103

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cedar Capital's CAT Position: Q4 2020 in Review

Cedar Capital sold out of Caterpillar (CAT) in Q4 2020, closing a stake of 10,071 shares — an estimated $1.5M sold.

Cedar Capital first reported a position in CAT in Q3 2017 and held it in 13 quarters. The position peaked at $1.5M in Q3 2020. 1,892 funds tracked by Wall St. Rank hold CAT as of Q4 2020.

  • Cedar Capital reported no remaining Caterpillar position as of Q4 2020 after selling out during the quarter.
  • Cedar Capital sold 10,071 Caterpillar shares in Q4 2020, an estimated $1.5M.
  • Cedar Capital first reported a position in Caterpillar in Q3 2017 and held it in 13 quarters.
  • Cedar Capital's Caterpillar position peaked at $1.5M in Q3 2020.
  • 1,892 funds tracked by Wall St. Rank held Caterpillar as of Q4 2020.

Based on Cedar Capital's 13F filing for Q4 2020, filed 5 Feb 2021.