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Engrave Wealth Partners’s Caterpillar CAT Stock Holding History

Engrave Wealth Partners’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
-172
Closed -$21K – 109
2020
Q2 		$21K Sell
172
-11
-6% -$1.3K 0.02% 175
2020
Q1 		$21K Sell
183
-36
-16% -$4.6K 0.02% 148
2019
Q4 		$32K Buy
+219
New +$30.6K 0.03% 166

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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

Engrave Wealth Partners's CAT Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Caterpillar (CAT) in Q3 2020, closing a stake of 172 shares — an estimated $21K sold.

Engrave Wealth Partners first reported a position in CAT in Q4 2019 and held it in 3 quarters. The position peaked at $32K in Q4 2019. 1,657 funds tracked by Wall St. Rank hold CAT as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Caterpillar position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 172 Caterpillar shares in Q3 2020, an estimated $21K.
  • Engrave Wealth Partners first reported a position in Caterpillar in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Caterpillar position peaked at $32K in Q4 2019.
  • 1,657 funds tracked by Wall St. Rank held Caterpillar as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.