CIR
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Clear Investment Research’s Caterpillar CAT Stock Holding History

Clear Investment Research’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
Q4 		– Sell
-4
Closed -$1K – 147
2019
Q3 		$1K Hold
4
– – ﹤0.01% 146
2019
Q2 		$1K Hold
4
– – ﹤0.01% 145
2019
Q1 		$1K Hold
4
– – ﹤0.01% 143
2018
Q4 		$1K Hold
4
– – ﹤0.01% 137
2018
Q3 		$1K Buy
+4
New +$566 ﹤0.01% 146

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clear Investment Research's CAT Position: Q4 2019 in Review

Clear Investment Research sold out of Caterpillar (CAT) in Q4 2019, closing a stake of 4 shares — an estimated $1K sold.

Clear Investment Research first reported a position in CAT in Q3 2018 and held it in 5 quarters. The position peaked at $1K in Q3 2019. 1,659 funds tracked by Wall St. Rank hold CAT as of Q4 2019.

  • Clear Investment Research reported no remaining Caterpillar position as of Q4 2019 after selling out during the quarter.
  • Clear Investment Research sold 4 Caterpillar shares in Q4 2019, an estimated $1K.
  • Clear Investment Research first reported a position in Caterpillar in Q3 2018 and held it in 5 quarters.
  • Clear Investment Research's Caterpillar position peaked at $1K in Q3 2019.
  • 1,659 funds tracked by Wall St. Rank held Caterpillar as of Q4 2019.

Based on Clear Investment Research's 13F filing for Q4 2019, filed 4 Feb 2020.