FundX Investment Group’s Caterpillar CAT Stock Holding History

FundX Investment Group’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	-8,000	Closed	-$1.18M	–	40
2019 Q4	$1.18M	Hold	8,000	–	–	0.32%	34
2019 Q3	$1.01M	Hold	8,000	–	–	0.36%	24
2019 Q2	$1.09M	Hold	8,000	–	–	0.45%	25
2019 Q1	$1.08M	Hold	8,000	–	–	0.37%	28
2018 Q4	$1.02M	Hold	8,000	–	–	0.38%	32
2018 Q3	$1.22M	Hold	8,000	–	–	0.67%	18
2018 Q2	$1.08M	Hold	8,000	–	–	0.54%	19
2018 Q1	$1.18M	Hold	8,000	–	–	0.62%	14
2017 Q4	$1.26M	Hold	8,000	–	–	0.64%	19
2017 Q3	$998K	Hold	8,000	–	–	0.42%	19
2017 Q2	$860K	Hold	8,000	–	–	0.35%	22
2017 Q1	$742K	Hold	8,000	–	–	0.31%	31
2016 Q4	$742K	Hold	8,000	–	–	0.26%	28
2016 Q3	$710K	Buy	+8,000	New	+$655K	0.18%	34

Other funds holding CAT

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FundX Investment Group's CAT Position: Q1 2020 in Review

FundX Investment Group sold out of Caterpillar (CAT) in Q1 2020, closing a stake of 8,000 shares — an estimated $1.18M sold.

FundX Investment Group first reported a position in CAT in Q3 2016 and held it in 14 quarters. The position peaked at $1.26M in Q4 2017. 1,490 funds tracked by Wall St. Rank hold CAT as of Q1 2020.

FundX Investment Group reported no remaining Caterpillar position as of Q1 2020 after selling out during the quarter.
FundX Investment Group sold 8,000 Caterpillar shares in Q1 2020, an estimated $1.18M.
FundX Investment Group first reported a position in Caterpillar in Q3 2016 and held it in 14 quarters.
FundX Investment Group's Caterpillar position peaked at $1.26M in Q4 2017.
1,490 funds tracked by Wall St. Rank held Caterpillar as of Q1 2020.

Based on FundX Investment Group's 13F filing for Q1 2020, filed 24 Apr 2020.