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Dorchester Wealth Management’s Caterpillar CAT Stock Holding History

Dorchester Wealth 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
-1,650
Closed -$246K – 148
2020
Q3 		$246K Buy
+1,650
New +$232K 0.08% 116
2020
Q1 		– Sell
-2,650
Closed -$391K – 119
2019
Q4 		$391K Buy
+2,650
New +$370K 0.11% 85

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

Dorchester Wealth Management's CAT Position: Q4 2020 in Review

Dorchester Wealth Management sold out of Caterpillar (CAT) in Q4 2020, closing a stake of 1,650 shares — an estimated $246K sold.

Dorchester Wealth Management first reported a position in CAT in Q4 2019 and held it in 2 quarters. The position peaked at $391K in Q4 2019. 1,890 funds tracked by Wall St. Rank hold CAT as of Q4 2020.

  • Dorchester Wealth Management reported no remaining Caterpillar position as of Q4 2020 after selling out during the quarter.
  • Dorchester Wealth Management sold 1,650 Caterpillar shares in Q4 2020, an estimated $246K.
  • Dorchester Wealth Management first reported a position in Caterpillar in Q4 2019 and held it in 2 quarters.
  • Dorchester Wealth Management's Caterpillar position peaked at $391K in Q4 2019.
  • 1,890 funds tracked by Wall St. Rank held Caterpillar as of Q4 2020.

Based on Dorchester Wealth Management's 13F filing for Q4 2020, filed 22 Jan 2021.