Eagle Ridge Investment Management’s Caterpillar CAT Stock Holding History

Eagle Ridge 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 Q2	–	Sell	-3,533	Closed	-$410K	–	125
2020 Q1	$410K	Hold	3,533	–	–	0.07%	91
2019 Q4	$522K	Hold	3,533	–	–	0.07%	96
2019 Q3	$446K	Hold	3,533	–	–	0.06%	105
2019 Q2	$482K	Hold	3,533	–	–	0.07%	102
2019 Q1	$479K	Hold	3,533	–	–	0.07%	104
2018 Q4	$449K	Hold	3,533	–	–	0.08%	105
2018 Q3	$539K	Hold	3,533	–	–	0.08%	107
2018 Q2	$479K	Hold	3,533	–	–	0.07%	113
2018 Q1	$521K	Hold	3,533	–	–	0.08%	107
2017 Q4	$557K	Hold	3,533	–	–	0.09%	108
2017 Q3	$441K	Buy	+3,533	New	+$407K	0.07%	114

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Eagle Ridge Investment Management's CAT Position: Q2 2020 in Review

Eagle Ridge Investment Management sold out of Caterpillar (CAT) in Q2 2020, closing a stake of 3,533 shares — an estimated $410K sold.

Eagle Ridge Investment Management first reported a position in CAT in Q3 2017 and held it in 11 quarters. The position peaked at $557K in Q4 2017. 1,547 funds tracked by Wall St. Rank hold CAT as of Q2 2020.

Eagle Ridge Investment Management reported no remaining Caterpillar position as of Q2 2020 after selling out during the quarter.
Eagle Ridge Investment Management sold 3,533 Caterpillar shares in Q2 2020, an estimated $410K.
Eagle Ridge Investment Management first reported a position in Caterpillar in Q3 2017 and held it in 11 quarters.
Eagle Ridge Investment Management's Caterpillar position peaked at $557K in Q4 2017.
1,547 funds tracked by Wall St. Rank held Caterpillar as of Q2 2020.

Based on Eagle Ridge Investment Management's 13F filing for Q2 2020, filed 29 Jul 2020.