CCM
CAT icon

CWH Capital Management’s Caterpillar CAT Stock Holding History

CWH Capital 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
Q4 		$608K Buy
3,338
+1,202
+56% +$204K 0.26% 55
2020
Q3 		$319K Buy
+2,136
New +$300K 0.15% 59

Other funds holding CAT

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

CWH Capital Management's CAT Position: Q4 2020 in Review

CWH Capital Management increased its Caterpillar (CAT) stake by 56% in Q4 2020, buying an estimated $204K and bringing the position to 3,338 shares worth $608K. The position accounts for 0.26% of the portfolio, ranked #55.

CWH Capital Management first reported a position in CAT in Q3 2020 and has held it in 2 quarters since. 1,893 funds tracked by Wall St. Rank hold CAT as of Q4 2020.

  • CWH Capital Management held 3,338 shares of Caterpillar worth $608K as of Q4 2020.
  • CWH Capital Management bought 1,202 Caterpillar shares in Q4 2020, an estimated $204K.
  • Caterpillar made up 0.26% of CWH Capital Management's portfolio in Q4 2020, its #55 holding.
  • CWH Capital Management first reported a position in Caterpillar in Q3 2020 and has held it in 2 quarters since.
  • 1,893 funds tracked by Wall St. Rank held Caterpillar as of Q4 2020.

Based on CWH Capital Management's 13F filing for Q4 2020, filed 2 Feb 2021.