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Danda Trouve Investment Management’s Caterpillar CAT Stock Holding History

Danda Trouve Investment 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 		– Sell
-200
Closed -$30K – 172
2020
Q3 		$30K Buy
200
+50
+33% +$7.02K 0.04% 77
2020
Q2 		$19K Buy
+150
New +$17.8K 0.03% 76
2020
Q1 		– Sell
-80
Closed -$12K – 154
2019
Q4 		$12K Buy
+80
New +$11.2K 0.02% 101

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Danda Trouve Investment Management's CAT Position: Q4 2020 in Review

Danda Trouve Investment Management sold out of Caterpillar (CAT) in Q4 2020, closing a stake of 200 shares — an estimated $30K sold.

Danda Trouve Investment Management first reported a position in CAT in Q4 2019 and held it in 3 quarters. The position peaked at $30K in Q3 2020. 1,890 funds tracked by Wall St. Rank hold CAT as of Q4 2020.

  • Danda Trouve Investment Management reported no remaining Caterpillar position as of Q4 2020 after selling out during the quarter.
  • Danda Trouve Investment Management sold 200 Caterpillar shares in Q4 2020, an estimated $30K.
  • Danda Trouve Investment Management first reported a position in Caterpillar in Q4 2019 and held it in 3 quarters.
  • Danda Trouve Investment Management's Caterpillar position peaked at $30K in Q3 2020.
  • 1,890 funds tracked by Wall St. Rank held Caterpillar as of Q4 2020.

Based on Danda Trouve Investment Management's 13F filing for Q4 2020, filed 2 Feb 2021.