CFG
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CMC Financial Group’s Caterpillar CAT Stock Holding History

CMC Financial Group’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
Q2 		– Sell
-5,568
Closed -$754K – 45
2019
Q1 		$754K Buy
5,568
+254
+5% +$33.7K 0.7% 18
2018
Q4 		$675K Buy
+5,314
New +$691K 0.69% 15

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

CMC Financial Group's CAT Position: Q2 2019 in Review

CMC Financial Group sold out of Caterpillar (CAT) in Q2 2019, closing a stake of 5,568 shares — an estimated $754K sold.

CMC Financial Group first reported a position in CAT in Q4 2018 and held it in 2 quarters. The position peaked at $754K in Q1 2019. 1,555 funds tracked by Wall St. Rank hold CAT as of Q2 2019.

  • CMC Financial Group reported no remaining Caterpillar position as of Q2 2019 after selling out during the quarter.
  • CMC Financial Group sold 5,568 Caterpillar shares in Q2 2019, an estimated $754K.
  • CMC Financial Group first reported a position in Caterpillar in Q4 2018 and held it in 2 quarters.
  • CMC Financial Group's Caterpillar position peaked at $754K in Q1 2019.
  • 1,555 funds tracked by Wall St. Rank held Caterpillar as of Q2 2019.

Based on CMC Financial Group's 13F filing for Q2 2019, filed 12 Aug 2019.