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Enterprise Bank & Trust’s Caterpillar CAT Stock Holding History

Enterprise Bank & Trust’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
Q1 		– Sell
-1,749
Closed -$258K – 85
2019
Q4 		$258K Buy
+1,749
New +$244K 0.12% 82
2019
Q3 		– Sell
-1,839
Closed -$250K – 89
2019
Q2 		$250K Sell
1,839
-2,159
-54% -$285K 0.13% 77
2019
Q1 		$542K Buy
+3,998
New +$531K 0.22% 74

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Enterprise Bank & Trust's CAT Position: Q1 2020 in Review

Enterprise Bank & Trust sold out of Caterpillar (CAT) in Q1 2020, closing a stake of 1,749 shares — an estimated $258K sold.

Enterprise Bank & Trust first reported a position in CAT in Q1 2019 and held it in 3 quarters. The position peaked at $542K in Q1 2019. 1,490 funds tracked by Wall St. Rank hold CAT as of Q1 2020.

  • Enterprise Bank & Trust reported no remaining Caterpillar position as of Q1 2020 after selling out during the quarter.
  • Enterprise Bank & Trust sold 1,749 Caterpillar shares in Q1 2020, an estimated $258K.
  • Enterprise Bank & Trust first reported a position in Caterpillar in Q1 2019 and held it in 3 quarters.
  • Enterprise Bank & Trust's Caterpillar position peaked at $542K in Q1 2019.
  • 1,490 funds tracked by Wall St. Rank held Caterpillar as of Q1 2020.

Based on Enterprise Bank & Trust's 13F filing for Q1 2020, filed 7 Apr 2020.