Frontier Investment Management’s Caterpillar CAT Stock Holding History

Frontier Investment Management’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 Q2	$635K	Sell	5,018 -435	-8%	-$51.6K	0.04%	138
2020 Q1	$633K	Buy	5,453 +1,054	+24%	+$135K	0.05%	117
2019 Q4	$650K	Buy	4,399 +204	+5%	+$28.5K	0.04%	152
2019 Q3	$530K	Sell	4,195 -98	-2%	-$12.5K	0.03%	148
2019 Q2	$585K	Sell	4,293 -141	-3%	-$18.6K	0.04%	140
2019 Q1	$601K	Buy	4,434 +2,170	+96%	+$288K	0.04%	153
2018 Q4	$288K	Buy	+2,264	New	+$295K	0.02%	196
2018 Q1	–	Sell	-1,663	Closed	-$262K	–	235
2017 Q4	$262K	Buy	+1,663	New	+$231K	0.02%	192

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Frontier Investment Management's CAT Position: Q2 2020 in Review

Frontier Investment Management reduced its Caterpillar (CAT) stake by 8% in Q2 2020, selling an estimated $51.6K and leaving 5,018 shares worth $635K. The position accounts for 0.04% of the portfolio, ranked #138.

Frontier Investment Management first reported a position in CAT in Q4 2017 and has held it in 8 quarters since. The position peaked at $650K in Q4 2019. 1,545 funds tracked by Wall St. Rank hold CAT as of Q2 2020.

Frontier Investment Management held 5,018 shares of Caterpillar worth $635K as of Q2 2020.
Frontier Investment Management sold 435 Caterpillar shares in Q2 2020, an estimated $51.6K.
Caterpillar made up 0.04% of Frontier Investment Management's portfolio in Q2 2020, its #138 holding.
Frontier Investment Management first reported a position in Caterpillar in Q4 2017 and has held it in 8 quarters since.
Frontier Investment Management's Caterpillar position peaked at $650K in Q4 2019.
1,545 funds tracked by Wall St. Rank held Caterpillar as of Q2 2020.

Based on Frontier Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.