DW
CAT icon

Domani Wealth’s Caterpillar CAT Stock Holding History

Domani Wealth’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
Q3 		– Sell
-1,790
Closed -$226K – 121
2020
Q2 		$226K Sell
1,790
-703
-28% -$83.3K 0.05% 116
2020
Q1 		$289K Buy
2,493
+91
+4% +$11.6K 0.08% 98
2019
Q4 		$355K Buy
2,402
+8
+0.3% +$1.12K 0.12% 83
2019
Q3 		$302K Buy
2,394
+835
+54% +$106K 0.11% 86
2019
Q2 		$212K Buy
1,559
+8
+0.5% +$1.06K 0.08% 104
2019
Q1 		$210K Sell
1,551
-1,491
-49% -$198K 0.08% 108
2018
Q4 		$386K Buy
3,042
+8
+0.3% +$1.04K 0.18% 65
2018
Q3 		$463K Buy
+3,034
New +$429K 0.2% 59

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
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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Domani Wealth's CAT Position: Q3 2020 in Review

Domani Wealth sold out of Caterpillar (CAT) in Q3 2020, closing a stake of 1,790 shares — an estimated $226K sold.

Domani Wealth first reported a position in CAT in Q3 2018 and held it in 8 quarters. The position peaked at $463K in Q3 2018. 1,658 funds tracked by Wall St. Rank hold CAT as of Q3 2020.

  • Domani Wealth reported no remaining Caterpillar position as of Q3 2020 after selling out during the quarter.
  • Domani Wealth sold 1,790 Caterpillar shares in Q3 2020, an estimated $226K.
  • Domani Wealth first reported a position in Caterpillar in Q3 2018 and held it in 8 quarters.
  • Domani Wealth's Caterpillar position peaked at $463K in Q3 2018.
  • 1,658 funds tracked by Wall St. Rank held Caterpillar as of Q3 2020.

Based on Domani Wealth's 13F filing for Q3 2020, filed 13 Oct 2020.