Gideon Capital Advisors’s Caterpillar CAT Stock Holding History

Gideon Capital Advisors’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	-11,568	Closed	-$1.71M	–	33
2019 Q4	$1.71M	Sell	11,568 -1,676	-13%	-$234K	0.59%	68
2019 Q3	$1.67M	Buy	+13,244	New	+$1.68M	0.55%	62
2018 Q3	–	Sell	-4,062	Closed	-$551K	–	357
2018 Q2	$551K	Sell	4,062 -4,648	-53%	-$695K	0.28%	119
2018 Q1	$1.28M	Buy	+8,710	New	+$1.38M	0.8%	11
2017 Q2	–	Sell	-5,244	Closed	-$486K	–	267
2017 Q1	$486K	Buy	+5,244	New	+$496K	0.29%	112
2016 Q1	–	Sell	-4,121	Closed	-$280K	–	152
2015 Q4	$280K	Buy	+4,121	New	+$288K	0.2%	149
2015 Q2	–	Sell	-28,640	Closed	-$2.29M	–	241
2015 Q1	$2.29M	Sell	28,640 -10,525	-27%	-$875K	0.92%	24
2014 Q4	$3.58M	Buy	+39,165	New	+$3.81M	1.69%	11
2014 Q1	–	Sell	-14,628	Closed	-$1.33M	–	215
2013 Q4	$1.33M	Buy	+14,628	New	+$1.25M	0.79%	41

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

Gideon Capital Advisors's CAT Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Caterpillar (CAT) in Q1 2020, closing a stake of 11,568 shares — an estimated $1.71M sold.

Gideon Capital Advisors first reported a position in CAT in Q4 2013 and held it in 9 quarters. The position peaked at $3.58M in Q4 2014. 1,491 funds tracked by Wall St. Rank hold CAT as of Q1 2020.

Gideon Capital Advisors reported no remaining Caterpillar position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 11,568 Caterpillar shares in Q1 2020, an estimated $1.71M.
Gideon Capital Advisors first reported a position in Caterpillar in Q4 2013 and held it in 9 quarters.
Gideon Capital Advisors's Caterpillar position peaked at $3.58M in Q4 2014.
1,491 funds tracked by Wall St. Rank held Caterpillar as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.