GIC
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Gantzert Investment Company’s Caterpillar CAT Stock Holding History

Gantzert Investment Company’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 		$40K Hold
267
– – 0.04% 39
2020
Q2 		$34K Buy
267
+150
+128% +$17.8K 0.03% 39
2020
Q1 		$14K Hold
117
– – 0.02% 54
2019
Q4 		$17K Hold
117
– – 0.02% 56
2019
Q3 		$15K Hold
117
– – 0.01% 57
2019
Q2 		$16K Hold
117
– – 0.02% 65
2019
Q1 		$16K Hold
117
– – 0.02% 63
2018
Q4 		$15K Buy
+117
New +$15.2K 0.02% 63

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

Gantzert Investment Company's CAT Position: Q3 2020 in Review

Gantzert Investment Company held its Caterpillar (CAT) position steady in Q3 2020 at 267 shares worth $40K. The position accounts for 0.04% of the portfolio, ranked #39.

Gantzert Investment Company first reported a position in CAT in Q4 2018 and has held it in 8 quarters since. 1,658 funds tracked by Wall St. Rank hold CAT as of Q3 2020.

  • Gantzert Investment Company held 267 shares of Caterpillar worth $40K as of Q3 2020.
  • Gantzert Investment Company left its Caterpillar share count unchanged in Q3 2020.
  • Caterpillar made up 0.04% of Gantzert Investment Company's portfolio in Q3 2020, its #39 holding.
  • Gantzert Investment Company first reported a position in Caterpillar in Q4 2018 and has held it in 8 quarters since.
  • 1,658 funds tracked by Wall St. Rank held Caterpillar as of Q3 2020.

Based on Gantzert Investment Company's 13F filing for Q3 2020, filed 7 Oct 2020.