FFSOTS
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Fiduciary Financial Services of The Southwest’s Caterpillar CAT Stock Holding History

Fiduciary Financial Services of The Southwest’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
2019
Q4 		$417K Sell
2,826
-36
-1% -$5.02K 0.11% 119
2019
Q3 		$361K Buy
2,862
+36
+1% +$4.57K 0.1% 123
2019
Q2 		$385K Sell
2,826
-54
-2% -$7.13K 0.11% 124
2019
Q1 		$390K Sell
2,880
-1,862
-39% -$247K 0.11% 121
2018
Q4 		$603K Sell
4,742
-596
-11% -$77.5K 0.19% 102
2018
Q3 		$814K Sell
5,338
-473
-8% -$66.9K 0.23% 96
2018
Q2 		$788K Sell
5,811
-357
-6% -$53.3K 0.24% 97
2018
Q1 		$909K Buy
6,168
+2,950
+92% +$466K 0.28% 89
2017
Q4 		$507K Buy
+3,218
New +$446K 0.15% 115
2015
Q3 		– Sell
-7,460
Closed -$633K – 155
2015
Q2 		$633K Sell
7,460
-870
-10% -$74.8K 0.2% 113
2015
Q1 		$667K Sell
8,330
-765
-8% -$63.6K 0.2% 109
2014
Q4 		$832K Sell
9,095
-660
-7% -$64.2K 0.24% 99
2014
Q3 		$966K Hold
9,755
– – 0.27% 92
2014
Q2 		$1.06M Sell
9,755
-25
-0.3% -$2.62K 0.3% 91
2014
Q1 		$972K Buy
9,780
+75
+0.8% +$7.07K 0.29% 89
2013
Q4 		$881K Sell
9,705
-1,405
-13% -$120K 0.28% 88
2013
Q3 		$927K Sell
11,110
-2,385
-18% -$202K 0.31% 83
2013
Q2 		$1.11M Buy
+13,495
New +$1.15M 0.37% 81

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's CAT Position: Q4 2019 in Review

Fiduciary Financial Services of The Southwest reduced its Caterpillar (CAT) stake by 1.3% in Q4 2019, selling an estimated $5.02K and leaving 2,826 shares worth $417K. The position accounts for 0.11% of the portfolio, ranked #119.

Fiduciary Financial Services of The Southwest first reported a position in CAT in Q2 2013 and has held it in 18 quarters since. The position peaked at $1.11M in Q2 2013. 1,660 funds tracked by Wall St. Rank hold CAT as of Q4 2019.

  • Fiduciary Financial Services of The Southwest held 2,826 shares of Caterpillar worth $417K as of Q4 2019.
  • Fiduciary Financial Services of The Southwest sold 36 Caterpillar shares in Q4 2019, an estimated $5.02K.
  • Caterpillar made up 0.11% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #119 holding.
  • Fiduciary Financial Services of The Southwest first reported a position in Caterpillar in Q2 2013 and has held it in 18 quarters since.
  • Fiduciary Financial Services of The Southwest's Caterpillar position peaked at $1.11M in Q2 2013.
  • 1,660 funds tracked by Wall St. Rank held Caterpillar as of Q4 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2019, filed 11 Feb 2020.