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FCG Advisors’s Caterpillar CAT Stock Holding History

FCG Advisors’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 		$270K Sell
1,810
-64
-3% -$8.99K 0.06% 151
2020
Q2 		$237K Sell
1,874
-160
-8% -$19K 0.06% 145
2020
Q1 		$236K Buy
2,034
+440
+28% +$56.2K 0.07% 130
2019
Q4 		$235K Buy
1,594
+2
+0.1% +$279 0.07% 149
2019
Q3 		$201K Buy
1,592
+3
+0.2% +$381 0.06% 152
2019
Q2 		$217K Sell
1,589
-102
-6% -$13.5K 0.07% 144
2019
Q1 		$229K Buy
1,691
+23
+1% +$3.06K 0.08% 134
2018
Q4 		$212K Buy
1,668
+5
+0.3% +$651 0.08% 127
2018
Q3 		$254K Buy
1,663
+67
+4% +$9.48K 0.09% 117
2018
Q2 		$217K Buy
1,596
+202
+14% +$30.2K 0.08% 125
2018
Q1 		$205K Buy
+1,394
New +$220K 0.07% 119

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

FCG Advisors's CAT Position: Q3 2020 in Review

FCG Advisors reduced its Caterpillar (CAT) stake by 3.4% in Q3 2020, selling an estimated $8.99K and leaving 1,810 shares worth $270K. The position accounts for 0.06% of the portfolio, ranked #151.

FCG Advisors first reported a position in CAT in Q1 2018 and has held it in 11 quarters since. 1,657 funds tracked by Wall St. Rank hold CAT as of Q3 2020.

  • FCG Advisors held 1,810 shares of Caterpillar worth $270K as of Q3 2020.
  • FCG Advisors sold 64 Caterpillar shares in Q3 2020, an estimated $8.99K.
  • Caterpillar made up 0.06% of FCG Advisors's portfolio in Q3 2020, its #151 holding.
  • FCG Advisors first reported a position in Caterpillar in Q1 2018 and has held it in 11 quarters since.
  • 1,657 funds tracked by Wall St. Rank held Caterpillar as of Q3 2020.

Based on FCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.