FDS
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Freedom Day Solutions’s Caterpillar CAT Stock Holding History

Freedom Day Solutions’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
-4,436
Closed -$655K – 82
2019
Q4 		$655K Buy
4,436
+1
+0% +$140 0.44% 69
2019
Q3 		$560K Sell
4,435
-457
-9% -$58.1K 0.41% 67
2019
Q2 		$667K Buy
4,892
+293
+6% +$38.7K 0.51% 67
2019
Q1 		$623K Sell
4,599
-727
-14% -$96.6K 0.51% 67
2018
Q4 		$677K Sell
5,326
-100
-2% -$13K 0.71% 56
2018
Q3 		$827K Sell
5,426
-157
-3% -$22.2K 0.65% 63
2018
Q2 		$757K Sell
5,583
-111
-2% -$16.6K 0.62% 64
2018
Q1 		$839K Sell
5,694
-406
-7% -$64.1K 0.73% 56
2017
Q4 		$961K Buy
+6,100
New +$846K 0.81% 54

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

Freedom Day Solutions's CAT Position: Q1 2020 in Review

Freedom Day Solutions sold out of Caterpillar (CAT) in Q1 2020, closing a stake of 4,436 shares — an estimated $655K sold.

Freedom Day Solutions first reported a position in CAT in Q4 2017 and held it in 9 quarters. The position peaked at $961K in Q4 2017. 1,490 funds tracked by Wall St. Rank hold CAT as of Q1 2020.

  • Freedom Day Solutions reported no remaining Caterpillar position as of Q1 2020 after selling out during the quarter.
  • Freedom Day Solutions sold 4,436 Caterpillar shares in Q1 2020, an estimated $655K.
  • Freedom Day Solutions first reported a position in Caterpillar in Q4 2017 and held it in 9 quarters.
  • Freedom Day Solutions's Caterpillar position peaked at $961K in Q4 2017.
  • 1,490 funds tracked by Wall St. Rank held Caterpillar as of Q1 2020.

Based on Freedom Day Solutions's 13F filing for Q1 2020, filed 10 Apr 2020.